Ml & R Wealth Management LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Ml & R Wealth Management LLC

$435 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

266

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.39M
Shares

$229 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$170 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$86 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.56M
Shares

$42.5 Million
1.19% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$36.9 Million
1.2% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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