Planning Center, Inc. Dimensional ETF Tr Dimensional Call Options Transaction History

Planning Center, Inc.

$600 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

330

Shares Held

67.4M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$268 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.39M
Shares

$193 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$95.1 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$67.3 Million
1.08% of portfolio
Ritholtz Wealth Management

1.65M
Shares

$49.7 Million
1.46% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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