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

Forum Financial Management, LP

$6.44 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

374

Shares Held

80.7M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$317 Million
10.25% of portfolio
Mather Group, Llc. Chicago, IL

5.86M
Shares

$210 Million
2.13% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$113 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$90.1 Million
1.18% of portfolio
Ritholtz Wealth Management

2.11M
Shares

$75.4 Million
1.49% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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