Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $294 Million
- Q1 2025
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 136,924 shares of DISV stock, worth $4 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
136,924
Previous 133,085
2.88%
Holding current value
$4 Million
Previous $3.54 Million
12.75%
% of portfolio
1.35%
Previous 1.22%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
327Shares Held
66.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$187 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.2 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.1 Million1.46% of portfolio