Align Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
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
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$663 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$651 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$425 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$160 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$131 Million16.75% of portfolio