Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 2025
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
442Shares Held
238MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.36 Billion2.93% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.31 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$291 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$256 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$252 Million15.92% of portfolio