Hassell Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hassell Wealth Management, LLC
- $274 Billion
- Q2 2025
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 288,470 shares of DISV stock, worth $10.2 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
288,470
Previous 284,842
1.27%
Holding current value
$10.2 Million
Previous $8.16 Billion
20.93%
% of portfolio
3.61%
Previous 3.48%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio