Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealthstream Advisors, Inc.
- $575 Million
- Q2 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 6,287 shares of DISV stock, worth $223,565. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,287Holding current value
$223,565% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
380Shares Held
81.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL5.91MShares$210 Million3.28% of portfolio
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Mather Group, Llc. Chicago, IL5.86MShares$209 Million2.13% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.6 Million1.18% of portfolio