Srs Capital Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 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 76,870 shares of DISV stock, worth $2.1 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
76,870
Previous 74,651
2.97%
Holding current value
$2.1 Million
Previous $2.03 Million
1.92%
% of portfolio
0.21%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
266Shares Held
57.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$229 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.5 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.9 Million1.2% of portfolio