Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Dimensional Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 10,382 shares of DISV stock, worth $352,365. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,382
Previous 8,085
28.41%
Holding current value
$352,365
Previous $235,000
45.11%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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