Ifg Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Ifg Advisory, LLC
- $1.91 Billion
- Q2 2025
A detailed history of Ifg Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ifg Advisory, LLC holds 167,389 shares of DISV stock, worth $5.99 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
167,389
Previous 159,292
5.08%
Holding current value
$5.99 Million
Previous $4.64 Million
18.76%
% of portfolio
0.29%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
371Shares Held
79.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$211 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$209 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio