Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 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
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
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Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio
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Ritholtz Wealth Management2.03MShares$72.2 Million1.5% of portfolio