Srs Capital Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Srs Capital Advisors, Inc.
- $1.95 Billion
- Q2 2025
A detailed history of Srs Capital Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 95,919 shares of DISV stock, worth $3.41 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
95,919
Previous 80,508
19.14%
Holding current value
$3.41 Million
Previous $2.34 Million
34.64%
% of portfolio
0.16%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio