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
509Shares Held
295MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$993 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio