Envestnet Asset Management Inc Dimensional ETF Tr Call Options Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
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Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio
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Monograph Wealth Advisors, LLC5.54MShares$159 Million21.04% of portfolio