Werba Rubin Papier Wealth Management Dimensional ETF Tr Dimensional Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 36,538 shares of DISV stock, worth $1.22 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
36,538
Previous 36,500
0.1%
Holding current value
$1.22 Million
Previous $1.06 Billion
13.13%
% of portfolio
0.23%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
355Shares Held
76.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$296 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$197 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$195 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.8 Million1.1% of portfolio