Foundations Investment Advisors, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIC
# of Institutions
361Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$709 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$676 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$414 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio