Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DFIC
# of Institutions
499Shares Held
293MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$898 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$499 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$192 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio