Strategic Wealth Partners, Ltd. Dimensional ETF Tr Dimensional Transaction History
Strategic Wealth Partners, Ltd.
- $1.14 Billion
- Q2 2025
A detailed history of Strategic Wealth Partners, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 27 shares of DISV stock, worth $960. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27Holding current value
$960% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
377Shares Held
81.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$210 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$209 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.6 Million1.18% of portfolio