Srs Capital Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 77,711 shares of DISV stock, worth $2.06 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

77,711

Previous 76,870 1.09%

Holding current value

$2.06 Million

Previous $2.07 Million 9.19%

% of portfolio

0.21%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$26.06 - $29.18 $21,916 - $24,540	841 Added 1.09%	77,711 $2.26 Million
Q2 2024 Aug 06, 2024	BUY	$26.23 - $28.56 $58,204 - $63,374	2,219 Added 2.97%	76,870 $2.07 Million
Q1 2024 May 14, 2024	SELL	$24.73 - $27.24 $36,278 - $39,961	-1,467 Reduced 1.93%	74,651 $2.03 Million
Q4 2023 Feb 06, 2024	BUY	$22.43 - $25.87 $125,966 - $145,285	5,616 Added 7.97%	76,118 $1.96 Million
Q3 2023 Nov 14, 2023	BUY	$23.27 - $25.13 $184,810 - $199,582	7,942 Added 12.7%	70,502 $1.68 Million
Q2 2023 Aug 14, 2023	BUY	$23.01 - $24.6 $84,929 - $90,798	3,691 Added 6.27%	62,560 $1.48 Million
Q1 2023 May 16, 2023	BUY	$22.4 - $24.75 $174,563 - $192,876	7,793 Added 15.26%	58,869 $1.4 Million
Q4 2022 Feb 24, 2023	BUY	$18.45 - $22.54 $942,352 - $1.15 Million	51,076 New	51,076 $1.13 Million

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Account

Srs Capital Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History