Us Bancorp \De\ Dimensional ETF Tr Dimensional Transaction History

Us Bancorp \De\

$75.6 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	SELL	$26.06 - $29.18 $20,874 - $23,373	-801 Reduced 58.64%	565 $16,000
Q2 2024 Aug 06, 2024	BUY	$26.23 - $28.56 $35,830 - $39,012	1,366 New	1,366 $36,000
Q3 2023 Nov 03, 2023	BUY	$23.27 - $25.13 $139 - $150	6 New	6 $0

Others Institutions Holding DISV

# of Institutions

325

Shares Held

66.2M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$262 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.39M
Shares

$188 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$92.9 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$65.8 Million
1.08% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$41.9 Million
1.12% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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