Longview Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Longview Financial Advisors, Inc.
- $140 Billion
- Q3 2025
A detailed history of Longview Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Longview Financial Advisors, Inc. holds 42,813 shares of DISV stock, worth $1.54 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
42,813
Previous 42,942
0.3%
Holding current value
$1.54 Million
Previous $1.41 Billion
8.12%
% of portfolio
1.09%
Previous 1.2%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio