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

Envestnet Asset Management Inc

$326 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

513

Shares Held

297M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

31.7M
Shares

$1.04 Billion
2.04% of portfolio
Forum Financial Management, LP Lombard, IL

16M
Shares

$525 Million
8.62% of portfolio
Evensky & Katz LLC

6.15M
Shares

$202 Million
11.67% of portfolio
High Tower Advisors, LLC Chicago, IL

5.09M
Shares

$167 Million
0.21% of portfolio
Kestra Investment Management, LLC Austin, TX

4.73M
Shares

$155 Million
4.12% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.