Sc&H Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Sc&H Financial Advisors, Inc.
- $524 Million
- Q2 2025
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 $445,401. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,497
Previous 13,497
-0.0%
Holding current value
$445,401
Previous $393,000
12.98%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
355Shares Held
76.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$293 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$195 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$193 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.9 Million1.1% of portfolio