Von Borstel & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Von Borstel & Associates, Inc.
- $335 Million
- Q1 2025
A detailed history of Von Borstel & Associates, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Von Borstel & Associates, Inc. holds 441,353 shares of DISV stock, worth $13.3 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
441,353
Previous 351,915
25.41%
Holding current value
$13.3 Million
Previous $9.35 Million
37.45%
% of portfolio
3.84%
Previous 3.66%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
331Shares Held
67.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$186 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio