M Holdings Securities, Inc. Dimensional ETF Tr Dimensional Transaction History

M Holdings Securities, Inc.

$771 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$22.43 - $25.87 $1.09 Million - $1.25 Million	48,434 Added 12.91%	423,726 $10.9 Million
Q3 2023 Feb 14, 2024	BUY	$23.27 - $25.13 $3.96 Million - $4.27 Million	170,013 Added 82.82%	375,292 $8.92 Million
Q2 2023 Sep 26, 2023	SELL	$23.01 - $24.6 $2.83 Million - $3.02 Million	-122,795 Reduced 37.43%	205,279 $4.86 Million
Q1 2023 May 15, 2023	BUY	$22.4 - $24.75 $1.39 Million - $1.54 Million	62,130 Added 23.36%	328,074 $7.81 Million
Q4 2022 Feb 10, 2023	BUY	$18.45 - $22.54 $3.8 Million - $4.65 Million	206,219 Added 345.28%	265,944 $5.91 Million
Q3 2022 Nov 16, 2022	BUY	$18.36 - $22.57 $243,582 - $299,436	13,267 Added 28.56%	59,725 $1.11 Million
Q2 2022 Aug 16, 2022	BUY	$21.05 - $25.01 $977,940 - $1.16 Million	46,458 New	46,458 $978,000

Others Institutions Holding DISV

# of Institutions

264

Shares Held

56.5M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.39M
Shares

$241 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.02M
Shares

$173 Million
3.34% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$90.6 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.56M
Shares

$44.8 Million
1.19% of portfolio
Ritholtz Wealth Management

1.31M
Shares

$37.5 Million
1.17% of portfolio

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