Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $291 Million
- Q4 2024
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 133,085 shares of DISV stock, worth $3.53 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
133,085
Previous 106,957
24.43%
Holding current value
$3.53 Million
Previous $3.11 Million
13.77%
% of portfolio
1.22%
Previous 1.06%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
275Shares Held
61.8MCall 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$83.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.7 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$37.8 Million1.12% of portfolio