Kfg Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 2025
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
499Shares Held
293MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio