American Investment Services, Inc. Dimensional ETF Tr Dimensional Call Options Transaction History
American Investment Services, Inc.
- $554 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DUHP
# of Institutions
281Shares Held
168MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$844 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$823 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$260 Million11.86% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$217 Million16.37% of portfolio
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Forum Financial Management, LP Lombard, IL6.68MShares$214 Million4.41% of portfolio