Mogy Joel R Investment Counsel Inc Dimensional ETF Tr Dimensional Transaction History

Mogy Joel R Investment Counsel Inc

$1.72 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$26.18 - $28.77 $19,556 - $21,491	747 New	747 $19,000

Others Institutions Holding DISV

# of Institutions

344

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$294 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.15M
Shares

$204 Million
3.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$105 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.33M
Shares

$77.4 Million
1.1% of portfolio
Ritholtz Wealth Management

1.65M
Shares

$54.7 Million
1.46% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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