Sc&H Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Sc&H Financial Advisors, Inc.
- $548 Million
- Q3 2025
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 $484,812. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,497
Previous 13,497
-0.0%
Holding current value
$484,812
Previous $444,000
8.33%
% of portfolio
0.09%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
390Shares Held
82.8MCall 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, IL5.87MShares$211 Million2.22% 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