Forum Financial Management, LP Dimensional ETF Tr Dimensional Call Options Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 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

377

Shares Held

81.3M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$315 Million
10.25% of portfolio
Mather Group, Llc. Chicago, IL

5.86M
Shares

$209 Million
2.13% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$112 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$89.6 Million
1.18% of portfolio
Ritholtz Wealth Management

2.11M
Shares

$75 Million
1.49% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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