Sc&H Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Sc&H Financial Advisors, Inc.
- $461 Million
- Q4 2024
A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 13,497 shares of DISV stock, worth $400,321. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,497
Previous 13,497
-0.0%
Holding current value
$400,321
Previous $392,000
8.67%
% of portfolio
0.08%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$263 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$190 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66.2 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.2 Million1.12% of portfolio