Longview Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Longview Financial Advisors, Inc.
- $118 Billion
- Q2 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 42,942 shares of DISV stock, worth $1.47 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
42,942
Previous 47,093
8.81%
Holding current value
$1.47 Million
Previous $1.37 Billion
3.05%
% of portfolio
1.2%
Previous 1.18%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
357Shares Held
77.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$303 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$201 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$199 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86 Million1.18% of portfolio