Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIC
# of Institutions
353Shares Held
230MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$734 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$429 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio