Eq Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 164,085 shares of DISV stock, worth $4.93 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
164,085
Previous 130,069 26.15%
Holding current value
$4.93 Million
Previous $3.46 Billion 38.26%
% of portfolio
3.81%
Previous 3.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$26.09 - $30.21 $887,477 - $1.03 Million
34,016 Added 26.15%
164,085 $4.78 Billion
Q4 2024

Jan 24, 2025
BUY
$26.18 - $28.77 $3.41 Million - $3.74 Million
130,069 New
130,069 $3.46 Billion

Others Institutions Holding DISV

# of Institutions
326
Shares Held
66.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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