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

Forum Financial Management, LP

$5.28 Billion
Q1 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

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
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
Asset Dedication, LLC

1.29M
Shares

$41.8 Million
3.12% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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