Forum Financial Management, LP Dimensional ETF Tr U S Target Call Options Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAT
# of Institutions
703Shares Held
162MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$805 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
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Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio
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Pure Financial Advisors, LLC4.02MShares$229 Million5.26% of portfolio