Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History

Retirement Solution Inc.

$152 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	SELL	$26.18 - $28.77 $4,398 - $4,833	-168 Reduced 0.11%	151,209 $4.02 Million
Q3 2024 Nov 01, 2024	SELL	$26.06 - $29.18 $58,556 - $65,567	-2,247 Reduced 1.46%	151,377 $4.4 Million
Q2 2024 Jul 25, 2024	BUY	$26.23 - $28.56 $39,738 - $43,268	1,515 Added 1.0%	153,624 $4.13 Million
Q1 2024 May 07, 2024	BUY	$24.73 - $27.24 $3,709 - $4,085	150 Added 0.1%	152,109 $4.14 Million
Q4 2023 Feb 02, 2024	BUY	$22.43 - $25.87 $85,346 - $98,435	3,805 Added 2.57%	151,959 $3.92 Million
Q3 2023 Oct 13, 2023	BUY	$23.27 - $25.13 $144,576 - $156,132	6,213 Added 4.38%	148,154 $3.52 Million
Q2 2023 Aug 03, 2023	BUY	$23.01 - $24.6 $157,457 - $168,337	6,843 Added 5.07%	141,941 $3.36 Million
Q1 2023 Apr 13, 2023	BUY	$22.4 - $24.75 $3.03 Million - $3.34 Million	135,098 New	135,098 $3.22 Million

Others Institutions Holding DISV

# of Institutions

343

Shares Held

69.1M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$286 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.15M
Shares

$199 Million
3.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$102 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.33M
Shares

$75.3 Million
1.1% of portfolio
Ritholtz Wealth Management

1.65M
Shares

$53.2 Million
1.46% of portfolio

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