David R. Rahn & Associates Inc. Dimensional ETF Tr Dimensional Transaction History
David R. Rahn & Associates Inc.
- $343 Million
- Q2 2025
A detailed history of David R. Rahn & Associates Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, David R. Rahn & Associates Inc. holds 16,311 shares of DISV stock, worth $589,153. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,311
Previous 17,480
6.69%
Holding current value
$589,153
Previous $509,000
5.3%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$320 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$213 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$211 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$114 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$91 Million1.18% of portfolio