Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $697 Million
- Q3 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 729,618 shares of DISV stock, worth $25.9 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
729,618
Previous 747,645
2.41%
Holding current value
$25.9 Million
Previous $24.6 Million
5.84%
% of portfolio
3.74%
Previous 3.74%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
377Shares Held
81.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$210 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$209 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.6 Million1.18% of portfolio