Essential Planning, Llc. Dimensional ETF Tr Dimensional Put Options Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFIC
# of Institutions
499Shares Held
293MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$898 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$499 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$192 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio