Srs Capital Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Srs Capital Advisors, Inc.
- $1.07 Billion
- Q3 2024
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 77,711 shares of DISV stock, worth $2.09 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
77,711
Previous 76,870
1.09%
Holding current value
$2.09 Million
Previous $2.07 Million
9.19%
% of portfolio
0.21%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$232 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.4 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.5 Million1.2% of portfolio