Mc Lean Asset Management Corp Dimensional ETF Tr Dimensional Transaction History
Mc Lean Asset Management Corp
- $485 Billion
- Q3 2025
A detailed history of Mc Lean Asset Management Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 53,568 shares of DISV stock, worth $1.92 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
53,568Holding current value
$1.92 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
371Shares Held
79.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL5.9MShares$211 Million3.37% of portfolio
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Mather Group, Llc. Chicago, IL5.84MShares$209 Million2.07% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio