Innealta Capital, LLC Dimensional ETF Tr Dimensional Transaction History

Innealta Capital, LLC

$201 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 29, 2024	BUY	$26.23 - $28.56 $17,128 - $18,649	653 New	653 $17,000

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.59M
Shares

$232 Million
10.57% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$167 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$84.9 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$44.4 Million
1.09% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$36.5 Million
1.2% of portfolio

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