Harbor Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Harbor Investment Advisory, LLC
- $1.22 Billion
- Q1 2025
A detailed history of Harbor Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 17,970 shares of DISV stock, worth $530,115. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,970
Previous 17,284
3.97%
Holding current value
$530,115
Previous $459,000
15.47%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$188 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.9 Million1.12% of portfolio