Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Put Options Transaction History

Allegiance Financial Group Advisory Services LLC

$261 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIV

# of Institutions

539

Shares Held

185M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

18.9M
Shares

$708 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

16.7M
Shares

$625 Million
1.52% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$418 Million
4.47% of portfolio
Savant Capital, LLC

7.75M
Shares

$290 Million
2.51% of portfolio
Northern Trust Corp Chicago, IL

6.7M
Shares

$251 Million
0.04% of portfolio

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Ticker DFIV
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