Fonville Wealth Management LLC Dimensional ETF Tr Call Options Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFIV
# of Institutions
539Shares Held
185MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$706 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO16.7MShares$623 Million1.52% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$416 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$289 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.7MShares$250 Million0.04% of portfolio