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

Shanker Valleau Wealth Advisors, Inc.

$234 Million
Q2 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

247

Shares Held

53.5M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.13M
Shares

$224 Million
10.24% of portfolio
Forum Financial Management, LP Lombard, IL

6.52M
Shares

$180 Million
3.43% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.79M
Shares

$76.9 Million
0.86% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.39M
Shares

$38.2 Million
1.18% of portfolio
Ritholtz Wealth Management

1.29M
Shares

$35.7 Million
1.22% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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