Valued Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 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 1,322 shares of DISV stock, worth $47,486. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,322
Previous 1,364
3.08%
Holding current value
$47,486
Previous $44.9 Million
5.13%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
390Shares Held
82.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio