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 $358,480. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,497
Previous 13,580 0.61%
Holding current value
$358,480
Previous $365,000 7.4%
% of portfolio
0.09%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$26.06 - $29.18 $2,162 - $2,421
-83 Reduced 0.61%
13,497 $392,000
Q2 2024

Aug 01, 2024
BUY
$26.23 - $28.56 $865 - $942
33 Added 0.24%
13,580 $365,000
Q1 2024

May 02, 2024
SELL
$24.73 - $27.24 $9,298 - $10,242
-376 Reduced 2.7%
13,547 $368,000
Q4 2023

Feb 01, 2024
BUY
$22.43 - $25.87 $314 - $362
14 Added 0.1%
13,923 $359,000
Q3 2023

Oct 30, 2023
BUY
$23.27 - $25.13 $302 - $326
13 Added 0.09%
13,909 $330,000
Q2 2023

Aug 07, 2023
BUY
$23.01 - $24.6 $598 - $639
26 Added 0.19%
13,896 $328,000
Q1 2023

May 12, 2023
BUY
$22.4 - $24.75 $89 - $99
4 Added 0.03%
13,870 $330,000
Q4 2022

Feb 10, 2023
SELL
$18.45 - $22.54 $3,357 - $4,102
-182 Reduced 1.3%
13,866 $307,000
Q3 2022

Nov 09, 2022
SELL
$18.36 - $22.57 $277,896 - $341,619
-15,136 Reduced 51.86%
14,048 $261,000
Q2 2022

Aug 10, 2022
BUY
$21.05 - $25.01 $614,323 - $729,891
29,184 New
29,184 $614,000

Others Institutions Holding DISV

# of Institutions
275
Shares Held
61.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Sc&H Financial Advisors, Inc. Portfolio

Follow Sc&H Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email