David R. Rahn & Associates Inc. Dimensional ETF Tr Dimensional Call Options Transaction History

David R. Rahn & Associates Inc.

$324 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls 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

$286 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.15M
Shares

$199 Million
3.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$102 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.33M
Shares

$75.3 Million
1.1% of portfolio
Ritholtz Wealth Management

1.65M
Shares

$53.2 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 David R. Rahn & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on David R. Rahn & Associates Inc. with notifications on news.