Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $658 Million
- Q2 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 747,645 shares of DISV stock, worth $25.4 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
747,645
Previous 760,430
1.68%
Holding current value
$25.4 Million
Previous $22.1 Million
11.11%
% of portfolio
3.74%
Previous 3.59%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
354Shares Held
75.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$301 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$209 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$198 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$107 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$79.1 Million1.1% of portfolio