Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $332 Million
- Q2 2025
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 128,323 shares of DISV stock, worth $4.26 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
128,323
Previous 136,924
6.28%
Holding current value
$4.26 Million
Previous $3.99 Million
5.92%
% of portfolio
1.27%
Previous 1.35%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
345Shares Held
69.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio