Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Mattern Wealth Management LLC
- $422 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DISV
# of Institutions
328Shares Held
66.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$255 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$184 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.7 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.3 Million1.08% of portfolio
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Ritholtz Wealth Management1.65MShares$47.4 Million1.46% of portfolio