Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Put Options Transaction History

Grunden Financial Advisory, Inc.

$206 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

343

Shares Held

69.1M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$291 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.15M
Shares

$202 Million
3.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$103 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.33M
Shares

$76.5 Million
1.1% of portfolio
Ritholtz Wealth Management

1.65M
Shares

$54 Million
1.46% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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