Journey Beyond Wealth, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Journey Beyond Wealth, LLC

$106 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

311

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.59M
Shares

$241 Million
10.57% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$174 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$88.4 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$46.2 Million
1.09% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$39.9 Million
1.12% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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