Whalen Wealth Management Inc. Dimensional ETF Tr Call Options Transaction History

Whalen Wealth Management Inc.

$171 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIV

# of Institutions

788

Shares Held

255M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

26.9M
Shares

$1.29 Billion
0.84% of portfolio
Mercer Global Advisors Inc Denver, CO

20.9M
Shares

$1 Billion
1.65% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.8M
Shares

$663 Million
0.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$535 Million
4.47% of portfolio
Savant Capital, LLC

8.68M
Shares

$416 Million
2.24% of portfolio

About DIMENSIONAL ETF TR

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