Financial Architects, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Architects, LLC
- $165 Billion
- Q2 2025
A detailed history of Financial Architects, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Architects, LLC holds 240,475 shares of DISV stock, worth $8.26 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
240,475
Previous 243,660
1.31%
Holding current value
$8.26 Million
Previous $7.1 Billion
11.54%
% of portfolio
4.81%
Previous 4.53%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
358Shares Held
77.8MCall 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