Cape Investment Advisory, Inc. Dimensional ETF Tr Call Options Transaction History

Cape Investment Advisory, Inc.

$274 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIV

# of Institutions

773

Shares Held

269M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

24.6M
Shares

$1.13 Billion
0.78% of portfolio
Mercer Global Advisors Inc Denver, CO

19.9M
Shares

$917 Million
1.77% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$514 Million
4.47% of portfolio
Savant Capital, LLC

8.68M
Shares

$400 Million
2.24% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$361 Million
0.22% of portfolio

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.