Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Captrust Financial Advisors holds 13,733 shares of DISV stock, worth $364,061. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,733
Previous 13,677
0.41%
Holding current value
$364,061
Previous $368,000
8.42%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio