Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Call Options Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

392

Shares Held

81.6M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$319 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

5.91M
Shares

$212 Million
3.28% of portfolio
Mather Group, Llc. Chicago, IL

5.86M
Shares

$211 Million
2.13% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$113 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.27M
Shares

$81.6 Million
0.98% of portfolio

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