Meritas Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DIHP
# of Institutions
198Shares Held
92.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$476 Million0.16% of portfolio
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Mercer Global Advisors Inc Denver, CO17.4MShares$472 Million1.16% of portfolio
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Vista Wealth Management Group, LLC5.92MShares$161 Million11.81% of portfolio
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Forum Financial Management, LP Lombard, IL5.79MShares$157 Million3.14% of portfolio
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Carlson Capital Management3.81MShares$104 Million7.97% of portfolio