True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History

True Wealth Design, LLC

$327 Billion
Q3 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 89 shares of DISV stock, worth $3,182. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,182

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 21, 2025	BUY	$32.78 - $35.79 $2,917 - $3,185	89 New	89 $3.19 Million

Others Institutions Holding DISV

# of Institutions

377

Shares Held

81.3M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$317 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

5.91M
Shares

$211 Million
3.28% of portfolio
Mather Group, Llc. Chicago, IL

5.86M
Shares

$210 Million
2.13% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$113 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$90.1 Million
1.18% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History