Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Put Options Transaction History

Concourse Financial Group Securities, Inc.

$1.67 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

321

Shares Held

65.6M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$253 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.29M
Shares

$179 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$89.8 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$63.6 Million
1.08% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$40.5 Million
1.12% of portfolio

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