Envestnet Asset Management Inc Dimensional ETF Tr Dimensional Call Options Transaction History

Envestnet Asset Management Inc

$324 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

526

Shares Held

282M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

34.9M
Shares

$1.16 Billion
1.95% of portfolio
Forum Financial Management, LP Lombard, IL

16.5M
Shares

$552 Million
8.43% of portfolio
Evensky & Katz LLC

6.16M
Shares

$205 Million
11.71% of portfolio
High Tower Advisors, LLC Chicago, IL

5.1M
Shares

$170 Million
0.2% of portfolio
Rw Investment Management LLC Eagle, ID

4.34M
Shares

$145 Million
14.68% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

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