Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DUHP
# of Institutions
444Shares Held
238MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio
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Pure Financial Advisors, LLC6.37MShares$231 Million4.12% of portfolio