Maryland Capital Advisors Inc. Dimensional ETF Tr Dimensional Transaction History
Maryland Capital Advisors Inc.
- $203 Million
- Q3 2024
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 54,122 shares of DISV stock, worth $1.51 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
54,122
Previous 52,752
2.6%
Holding current value
$1.51 Million
Previous $1.42 Million
10.78%
% of portfolio
0.78%
Previous 0.77%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
58MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$234 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$173 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.4 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.7 Million1.2% of portfolio