Jones Financial Companies Lllp Dimensional ETF Tr Dimensional Transaction History
Jones Financial Companies Lllp
- $131 Billion
- Q2 2025
A detailed history of Jones Financial Companies Lllp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jones Financial Companies Lllp holds 28,004 shares of DISV stock, worth $961,657. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28,004
Previous 16,367
71.1%
Holding current value
$961,657
Previous $476,000
93.49%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
358Shares Held
77.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio