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

274

Shares Held

60.7M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.59M
Shares

$228 Million
10.57% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$83.5 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$43.6 Million
1.09% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$35.9 Million
1.2% of portfolio
High Tower Advisors, LLC Chicago, IL

1.19M
Shares

$31.5 Million
0.05% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.