Mutual Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Mutual Advisors, LLC
- $3.5 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
225MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$637 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$625 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio