Triad Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Triad Wealth Partners, LLC
- $495 Billion
- Q2 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 7,598 shares of DISV stock, worth $260,915. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,598Holding current value
$260,915% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
358Shares Held
77.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio