Modern Wealth Management, LLC Dimensional ETF Tr Us Marketwi Put Options Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFUV
# of Institutions
768Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
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Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
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Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio