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

Forum Financial Management, LP

$5.24 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

292

Shares Held

63.1M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.59M
Shares

$238 Million
10.57% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$87.2 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$45.6 Million
1.09% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$39.4 Million
1.12% of portfolio
Asset Dedication, LLC

1.21M
Shares

$33.6 Million
2.58% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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