Concord Wealth Partners Dimensional ETF Tr Dimensional Put Options Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$693 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$660 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$405 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.86MShares$125 Million17.02% of portfolio