Maryland Capital Advisors Inc. Dimensional ETF Tr Dimensional Transaction History
Maryland Capital Advisors Inc.
- $268 Million
- Q3 2025
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 75,686 shares of DISV stock, worth $2.72 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
75,686
Previous 73,920
2.39%
Holding current value
$2.72 Million
Previous $2.43 Million
11.06%
% of portfolio
1.01%
Previous 0.99%
Shares
14 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio