Efficient Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Efficient Advisors, LLC
- $1.54 Billion
- Q1 2025
A detailed history of Efficient Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Efficient Advisors, LLC holds 91,326 shares of DISV stock, worth $2.95 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
91,326
Previous 91,326
-0.0%
Holding current value
$2.95 Million
Previous $2.66 Million
-0.0%
% of portfolio
0.17%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$286 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$199 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$102 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$75.3 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$53.2 Million1.46% of portfolio