Merriman Wealth Management, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DUHP
# of Institutions
472Shares Held
249MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
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Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio
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Pure Financial Advisors, LLC6.93MShares$263 Million4.32% of portfolio