Valued Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 98 shares of DISV stock, worth $2,843. This represents 0.0% of its overall portfolio holdings.
Number of Shares
98
Previous 98
-0.0%
Holding current value
$2,843
Previous $2.67 Million
1.05%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$243 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$175 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$45.2 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.9 Million1.17% of portfolio