Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Phillips Financial Management, LLC

$1.18 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

268

Shares Held

57.9M

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

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