Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $294 Million
- Q3 2024
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 106,957 shares of DISV stock, worth $2.95 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
106,957
Previous 98,530
8.55%
Holding current value
$2.95 Million
Previous $2.65 Million
17.24%
% of portfolio
1.06%
Previous 1.13%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
269Shares Held
57.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$231 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$171 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.9 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.3 Million1.2% of portfolio