Lee Financial CO Dimensional ETF Tr Dimensional Transaction History

Lee Financial CO

$706 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$18.45 - $22.54 $39,796 - $48,618	2,157 New	2,157 $47,000

Others Institutions Holding DISV

# of Institutions

327

Shares Held

66.7M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$255 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.39M
Shares

$184 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$90.7 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$64.3 Million
1.08% of portfolio
Ritholtz Wealth Management

1.65M
Shares

$47.4 Million
1.46% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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