Operose Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Operose Advisors LLC

$398 Million
Q3 2025

A detailed history of Operose Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Operose Advisors LLC holds 384 shares of DISV stock, worth $13,793. This represents 0.0% of its overall portfolio holdings.

Number of Shares

384

Holding current value

$13,793

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$32.78 - $35.79 $12,587 - $13,743	384 New	384 $13,000

Others Institutions Holding DISV

# of Institutions

389

Shares Held

81.7M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$318 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

5.91M
Shares

$212 Million
3.28% of portfolio
Mather Group, Llc. Chicago, IL

5.86M
Shares

$211 Million
2.13% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$113 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.27M
Shares

$81.5 Million
0.98% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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