Forum Financial Management, LP Dimensional ETF Tr Dimensional Put Options Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 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

268

Shares Held

57.3M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.39M
Shares

$231 Million
10.25% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$86.8 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.56M
Shares

$42.9 Million
1.19% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$37.3 Million
1.2% of portfolio
High Tower Advisors, LLC Chicago, IL

1.18M
Shares

$32.5 Million
0.05% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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