Poinciana Advisors Group, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Poinciana Advisors Group, LLC

$96.5 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

342

Shares Held

69.5M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$281 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.15M
Shares

$195 Million
3.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$99.9 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.33M
Shares

$74 Million
1.1% of portfolio
Ritholtz Wealth Management

1.65M
Shares

$52.3 Million
1.46% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Poinciana Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Poinciana Advisors Group, LLC with notifications on news.