Bartlett & Co. Wealth Management LLC Dimensional ETF Tr U S Core Eq Put Options Transaction History

Bartlett & Co. Wealth Management LLC

$6.79 Trillion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAC

# of Institutions

1,070

Shares Held

804M

Call Options Held

40K

Put Options Held

0

Envestnet Asset Management Inc

52.2M
Shares

$1.69 Billion
0.58% of portfolio
Mercer Global Advisors Inc Denver, CO

46.5M
Shares

$1.5 Billion
3.97% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.22 Billion
25.73% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.21 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

18.2M
Shares

$588 Million
0.26% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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