Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History
Ritholtz Wealth Management
- $5.05 Billion
- Q3 2025
A detailed history of Ritholtz Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ritholtz Wealth Management holds 2,107,867 shares of DISV stock, worth $75.4 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
2,107,867
Previous 2,031,995
3.73%
Holding current value
$75.4 Million
Previous $66.9 Million
12.5%
% of portfolio
1.49%
Previous 1.5%
Shares
13 transactions
Others Institutions Holding DISV
# of Institutions
374Shares Held
80.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$211 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$210 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio