Resource Planning Group Dimensional ETF Tr Dimensional Put Options Transaction History

Resource Planning Group

$158 Million
Q4 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

441

Shares Held

2.29B

Call Options Held

5.9K

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$57.7 Billion
3.13% of portfolio
Envestnet Asset Management Inc

29.5M
Shares

$840 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

27.4M
Shares

$782 Million
1.75% of portfolio
Forum Financial Management, LP Lombard, IL

16.4M
Shares

$466 Million
8.36% of portfolio
Evensky & Katz LLC

6.13M
Shares

$175 Million
10.37% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
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