Aptus Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Aptus Capital Advisors, LLC
- $8.9 Billion
- Q4 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 129 shares of DISV stock, worth $3,641. This represents 0.0% of its overall portfolio holdings.
Number of Shares
129
Previous 1,131
88.59%
Holding current value
$3,641
Previous $32,000
90.63%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.29MShares$177 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$63 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio