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

354

Shares Held

75.6M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$301 Million
10.25% of portfolio
Mather Group, Llc. Chicago, IL

5.84M
Shares

$198 Million
2.07% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$107 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.33M
Shares

$79.1 Million
1.1% of portfolio
Ritholtz Wealth Management

1.65M
Shares

$55.9 Million
1.46% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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