Envestnet Asset Management Inc Dimensional ETF Tr Dimensional 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
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

467

Shares Held

276M

Call Options Held

6.6K

Put Options Held

3.9K

Mercer Global Advisors Inc Denver, CO

30.9M
Shares

$892 Million
2.0% of portfolio
Forum Financial Management, LP Lombard, IL

16.2M
Shares

$469 Million
8.53% of portfolio
Evensky & Katz LLC

6.32M
Shares

$182 Million
11.77% of portfolio
High Tower Advisors, LLC Chicago, IL

5.17M
Shares

$149 Million
0.2% of portfolio
Rw Investment Management LLC Eagle, ID

4.74M
Shares

$137 Million
16.19% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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