Valued Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 2025
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,364 shares of DISV stock, worth $45,966. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,364Holding current value
$45,966% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
357Shares Held
77.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$299 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL5.9MShares$199 Million3.37% of portfolio
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Mather Group, Llc. Chicago, IL5.84MShares$197 Million2.07% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$106 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$84.9 Million1.18% of portfolio