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

No transaction found.

Others Institutions Holding DFIC

# of Institutions

348

Shares Held

225M

Call Options Held

900

Put Options Held

0

Envestnet Asset Management Inc

23.8M
Shares

$637 Million
0.22% of portfolio
Mercer Global Advisors Inc Denver, CO

23.3M
Shares

$625 Million
1.55% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$422 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$158 Million
10.81% of portfolio
Rw Investment Management LLC Eagle, ID

4.71M
Shares

$126 Million
16.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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