Root Financial Partners, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DUHP
# of Institutions
299Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1 Billion2.48% of portfolio
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Envestnet Asset Management Inc29.4MShares$963 Million0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$269 Million11.93% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$221 Million16.37% of portfolio
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Forum Financial Management, LP Lombard, IL6.68MShares$219 Million4.41% of portfolio