Forum Financial Management, LP Dimensional ETF Tr Us Marketwi Call Options Transaction History
Forum Financial Management, LP
- $5.17 Billion
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
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Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
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Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
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Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio