Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Ever Source Wealth Advisors, LLC

$1.65 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

325

Shares Held

66.2M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$262 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.39M
Shares

$188 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$92.9 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$65.8 Million
1.08% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$41.9 Million
1.12% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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