1900 Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

1900 Wealth Management LLC

$1.09 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	SELL	$22.43 - $25.87 $214,991 - $247,963	-9,585 Reduced 38.94%	15,030 $387,000
Q3 2023 Oct 17, 2023	BUY	$23.27 - $25.13 $572,791 - $618,574	24,615 New	24,615 $585,000

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
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$165 Million
3.44% 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

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