Harbor Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Harbor Investment Advisory, LLC
- $1.31 Billion
- Q2 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 18,340 shares of DISV stock, worth $608,888. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,340
Previous 17,970
2.06%
Holding current value
$608,888
Previous $530,000
13.4%
% of portfolio
0.05%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
344Shares Held
69.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio