Pathstone Family Office, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFIC
# of Institutions
363Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$721 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$688 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$421 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, ID4.86MShares$130 Million17.02% of portfolio