Squire Investment Management Company, LLC Dimensional ETF Tr Dimensional Transaction History
Squire Investment Management Company, LLC
- $271 Billion
- Q2 2025
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 202,657 shares of DISV stock, worth $7.25 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
202,657
Previous 160,836
26.0%
Holding current value
$7.25 Million
Previous $4.68 Billion
42.4%
% of portfolio
2.46%
Previous 1.95%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
371Shares Held
79.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$211 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$209 Million2.07% 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