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

Shanker Valleau Wealth Advisors, Inc.

$332 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DISV

# of Institutions

348

Shares Held

75.3M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.87M
Shares

$294 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.15M
Shares

$204 Million
3.39% of portfolio
Mather Group, Llc. Chicago, IL

5.84M
Shares

$194 Million
2.07% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$105 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.33M
Shares

$77.4 Million
1.1% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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