Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Emerging Mk Put Options Transaction History
Carson Allaria Wealth Management, Ltd.
- $185 Million
- Q3 2025
Put Options
	  0 transactions
	
  | Quarter | Operation | Price Per put | puts change | puts Held | SEC Form | 
|---|
Others Institutions Holding DFEM
# of Institutions
483Shares Held
166MCall Options Held
0Put Options Held
0- 
    
      Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
- 
    
      Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
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      Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
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      Sequoia Financial Advisors, LLC4.89MShares$158 Million1.07% of portfolio
- 
    
      Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio