Eq Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Eq Wealth Advisors, LLC

  • $147 Billion
  • Q2 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 199,945 shares of DISV stock, worth $6.87 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares
199,945
Previous 164,085 21.85%
Holding current value
$6.87 Million
Previous $4.78 Billion 37.71%
% of portfolio
4.48%
Previous 3.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$25.93 - $32.91 $929,849 - $1.18 Million
35,860 Added 21.85%
199,945 $6.58 Billion
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
364
Shares Held
79.1M
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
Track This Portfolio

Track Eq Wealth Advisors, LLC Portfolio

Follow Eq Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eq Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email