Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 6,294 shares of DISV stock, worth $223,374. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,294
Previous 6,553
3.95%
Holding current value
$223,374
Previous $215,000
4.19%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
370Shares Held
79.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$209 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$207 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio