Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Great Oak Capital Partners, LLC

$289 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

268

Shares Held

57.9M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.39M
Shares

$232 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$172 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

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

1.56M
Shares

$43.1 Million
1.19% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$37.5 Million
1.2% of portfolio

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