Annex Advisory Services, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Annex Advisory Services, LLC

$3.52 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

524

Shares Held

300M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

31.7M
Shares

$1.05 Billion
2.04% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$947 Million
0.27% of portfolio
Forum Financial Management, LP Lombard, IL

16.5M
Shares

$545 Million
8.43% of portfolio
Evensky & Katz LLC

6.15M
Shares

$202 Million
11.67% of portfolio
High Tower Advisors, LLC Chicago, IL

5.09M
Shares

$168 Million
0.21% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.