Srs Capital Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Srs Capital Advisors, Inc.
- $901 Million
- Q1 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 74,651 shares of DISV stock, worth $2.04 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
74,651
Previous 76,118
1.93%
Holding current value
$2.04 Million
Previous $1.96 Million
3.36%
% of portfolio
0.23%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$222 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$178 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.1 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$37.9 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.3 Million1.22% of portfolio