Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Shanker Valleau Wealth Advisors, Inc.

$234 Million
Q2 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 98,530 shares of DISV stock, worth $2.7 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

98,530

Previous 98,837 0.31%

Holding current value

$2.7 Million

Previous $2.69 Million 1.34%

% of portfolio

1.13%

Previous 1.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	SELL	$26.23 - $28.56 $8,052 - $8,767	-307 Reduced 0.31%	98,530 $2.65 Million
Q1 2024 Apr 17, 2024	BUY	$24.73 - $27.24 $73,151 - $80,575	2,958 Added 3.09%	98,837 $2.69 Million
Q4 2023 Jan 11, 2024	BUY	$22.43 - $25.87 $367,246 - $423,569	16,373 Added 20.59%	95,879 $2.47 Million
Q3 2023 Oct 12, 2023	BUY	$23.27 - $25.13 $249,570 - $269,519	10,725 Added 15.59%	79,506 $1.89 Million
Q2 2023 Jul 12, 2023	BUY	$23.01 - $24.6 $140,291 - $149,986	6,097 Added 9.73%	68,781 $1.63 Million

Q1 2023 Apr 17, 2023	BUY	$22.4 - $24.75 $36,288 - $40,095	1,620 Added 2.65%	62,684 $1.49 Million
Q4 2022 Jan 12, 2023	BUY	$20.21 - $22.54 $1.23 Million - $1.38 Million	61,064 New	61,064 $0

Others Institutions Holding DISV

# of Institutions

247

Shares Held

53.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History