Forum Financial Management, LP Dimensional ETF Tr Dimensional Call Options Transaction History

Forum Financial Management, LP

$5.76 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls 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
Envestnet Asset Management Inc

28.8M
Shares

$944 Million
0.27% 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
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