Vestmark Advisory Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Vestmark Advisory Solutions, Inc.
- $6.16 Billion
- Q2 2025
A detailed history of Vestmark Advisory Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 766,388 shares of DISV stock, worth $26.9 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
766,388
Previous 370,811
106.68%
Holding current value
$26.9 Million
Previous $10.8 Million
133.57%
% of portfolio
0.41%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
369Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$311 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$207 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$205 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$110 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$88.4 Million1.18% of portfolio