Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFSV
# of Institutions
339Shares Held
95.1MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$273 Million3.73% of portfolio
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Savant Capital, LLC6.57MShares$219 Million1.72% of portfolio
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Jmg Financial Group, Ltd.5.2MShares$173 Million5.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.43MShares$114 Million0.15% of portfolio
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Mather Group, Llc. Chicago, IL2.97MShares$98.9 Million1.18% of portfolio