Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$564 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$557 Million1.34% of portfolio
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Savant Capital, LLC8.48MShares$213 Million2.0% of portfolio
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Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio