Aptus Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Aptus Capital Advisors, LLC
- $4.95 Billion
- Q1 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 207 shares of DISV stock, worth $5,709. This represents 0.0% of its overall portfolio holdings.
Number of Shares
207Holding current value
$5,709% of portfolio
0.0%Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
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Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio