Index Fund Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Index Fund Advisors, Inc.
- $1.98 Billion
- Q3 2025
A detailed history of Index Fund Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Index Fund Advisors, Inc. holds 556,854 shares of DISV stock, worth $19.9 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
556,854
Previous 504,587
10.36%
Holding current value
$19.9 Million
Previous $16.6 Million
19.69%
% of portfolio
1.0%
Previous 0.97%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
374Shares Held
80.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$211 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$210 Million2.13% 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