Forum Financial Management, LP Dimensional ETF Tr U S Target Put Options Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFAT
# of Institutions
675Shares Held
157MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$811 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
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Index Fund Advisors, Inc.7.37MShares$423 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$298 Million2.46% of portfolio
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Pure Financial Advisors, LLC4.02MShares$230 Million5.26% of portfolio