Keb Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Keb Asset Management, LLC
- $314 Million
- Q1 2025
A detailed history of Keb Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Keb Asset Management, LLC holds 431,837 shares of DISV stock, worth $13.9 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
431,837
Previous 418,241
3.25%
Holding current value
$13.9 Million
Previous $11.1 Million
13.17%
% of portfolio
4.01%
Previous 3.69%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$285 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$198 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$101 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$75 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$53 Million1.46% of portfolio