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
Others Institutions Holding DISV
# of Institutions
364Shares Held
79.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio