Journey Beyond Wealth, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Journey Beyond Wealth, LLC

$119 Billion
Q2 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

355

Shares Held

75.9M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$293 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

5.9M
Shares

$195 Million
3.37% of portfolio
Mather Group, Llc. Chicago, IL

5.84M
Shares

$193 Million
2.07% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$104 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$83.2 Million
1.18% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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