Lri Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Lri Investments, LLC
- $1.18 Trillion
- Q2 2025
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lri Investments, LLC holds 439,644 shares of DISV stock, worth $15.6 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
439,644
Previous 445,081
1.22%
Holding current value
$15.6 Million
Previous $13 Billion
11.63%
% of portfolio
1.23%
Previous 1.25%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio