Plancorp, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Plancorp, LLC
- $2.51 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$928 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$827 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$487 Million8.53% of portfolio
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Evensky & Katz LLC6.32MShares$190 Million11.77% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$155 Million0.2% of portfolio