Clear Perspectives Financial Planning, LLC Dimensional ETF Tr Us Marketwi Call Options Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

Mercer Global Advisors Inc Denver, CO

35.3M
Shares

$1.47 Billion
3.22% of portfolio
Envestnet Asset Management Inc

33M
Shares

$1.37 Billion
0.46% of portfolio
Savant Capital, LLC

18.5M
Shares

$772 Million
6.58% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$602 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.9M
Shares

$454 Million
0.65% of portfolio

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
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