Financial Counselors Inc Dimensional ETF Tr Dimensional Transaction History

Financial Counselors Inc

$5.89 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$22.43 - $25.87 $453,377 - $522,910	20,213 Added 89.27%	42,855 $1.11 Million
Q3 2023 Nov 07, 2023	BUY	$23.27 - $25.13 $526,879 - $568,993	22,642 New	22,642 $538,000

Others Institutions Holding DISV

# of Institutions

251

Shares Held

53.8M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.13M
Shares

$227 Million
10.24% of portfolio
Forum Financial Management, LP Lombard, IL

6.52M
Shares

$182 Million
3.43% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.79M
Shares

$77.8 Million
0.86% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.39M
Shares

$38.7 Million
1.18% of portfolio
Ritholtz Wealth Management

1.29M
Shares

$36.1 Million
1.22% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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