Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Call Options Transaction History

Shanker Valleau Wealth Advisors, Inc.

$294 Million
Q3 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

274

Shares Held

60.7M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.59M
Shares

$230 Million
10.57% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$166 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$84.4 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$44.1 Million
1.09% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$36.2 Million
1.2% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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