Evensky & Katz LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

355

Shares Held

230M

Call Options Held

900

Put Options Held

0

Envestnet Asset Management Inc

27M
Shares

$725 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

23.3M
Shares

$626 Million
1.55% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$423 Million
8.47% of portfolio
Rw Investment Management LLC Eagle, ID

4.86M
Shares

$130 Million
17.02% of portfolio
High Tower Advisors, LLC Chicago, IL

4.55M
Shares

$122 Million
0.19% 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 Evensky & Katz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evensky & Katz LLC with notifications on news.