Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Call Options Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFIC
# of Institutions
332Shares Held
202MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$569 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$564 Million1.62% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$423 Million8.27% of portfolio
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Evensky & Katz LLC5.55MShares$147 Million10.48% of portfolio
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Rw Investment Management LLC Eagle, ID4.55MShares$121 Million16.95% of portfolio