Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 200 shares of DISV stock, worth $7,104. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 216 7.41%
Holding current value
$7,104
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$25.93 - $32.91 $414 - $526
-16 Reduced 7.41%
200 $6,000
Q1 2025

May 13, 2025
BUY
$26.09 - $30.21 $417 - $483
16 Added 8.0%
216 $6,000
Q3 2024

Nov 14, 2024
BUY
$26.06 - $29.18 $5,212 - $5,836
200 New
200 $5,000

Others Institutions Holding DISV

# of Institutions
367
Shares Held
79.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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