Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 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
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.3 Million1.09% of portfolio
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Ritholtz Wealth Management1.35MShares$36.4 Million1.2% of portfolio
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High Tower Advisors, LLC Chicago, IL1.19MShares$32 Million0.05% of portfolio