Krilogy Financial LLC Dimensional ETF Tr Dimensional Transaction History
Krilogy Financial LLC
- $1.57 Billion
- Q2 2025
A detailed history of Krilogy Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Krilogy Financial LLC holds 317,437 shares of DISV stock, worth $10.5 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
317,437
Previous 324,466
2.17%
Holding current value
$10.5 Million
Previous $9.45 Million
10.56%
% of portfolio
0.67%
Previous 0.68%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
348Shares Held
75.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$194 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio