Forum Financial Management, LP Dimensional ETF Tr Dimensional 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 |
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Others Institutions Holding DFIC
# of Institutions
370Shares Held
236MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$719 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$685 Million1.59% of portfolio
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Evensky & Katz LLC5.9MShares$157 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio
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High Tower Advisors, LLC Chicago, IL4.62MShares$123 Million0.19% of portfolio