Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Merriman Wealth Management, LLC
- $2.16 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL6.52MShares$179 Million3.43% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.5 Million0.86% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.39MShares$38 Million1.18% of portfolio
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Ritholtz Wealth Management1.29MShares$35.5 Million1.22% of portfolio
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High Tower Advisors, LLC Chicago, IL1.12MShares$30.7 Million0.05% of portfolio