Loring Wolcott & Coolidge Fiduciary Advisors LLP Dimensional ETF Tr Dimensional Put Options Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 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

367

Shares Held

79.3M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$320 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

5.9M
Shares

$213 Million
3.37% of portfolio
Mather Group, Llc. Chicago, IL

5.84M
Shares

$211 Million
2.07% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$114 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$91 Million
1.18% of portfolio

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