Sc&H Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Sc&H Financial Advisors, Inc.
- $447 Million
- Q3 2024
A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 13,497 shares of DISV stock, worth $361,584. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,497
Previous 13,580
0.61%
Holding current value
$361,584
Previous $365,000
7.4%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$166 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.1 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.2 Million1.2% of portfolio