Pathstone Family Office, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.59M
Shares

$235 Million
10.57% 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

$86.1 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$45 Million
1.09% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$37 Million
1.2% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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