Hassell Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hassell Wealth Management, LLC
- $234 Billion
- Q1 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 284,842 shares of DISV stock, worth $8.6 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
284,842
Previous 275,344
3.45%
Holding current value
$8.6 Million
Previous $7.53 Billion
8.41%
% of portfolio
3.48%
Previous 3.03%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
330Shares Held
67.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$193 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio