Ifp Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Ifp Advisors, Inc
- $3.28 Billion
- Q2 2025
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,863 shares of DISV stock, worth $65,354. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,863
Previous 108
1625.0%
Holding current value
$65,354
Previous $3,000
1933.33%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
382Shares Held
81.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$311 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$207 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$206 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$110 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$88.4 Million1.18% of portfolio