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

Phillips Financial Management, LLC

$1.25 Billion
Q3 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

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

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