Secure Asset Management, LLC Dimensional ETF Tr Put Options Transaction History

Secure Asset Management, LLC

$585 Million
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIV

# of Institutions

760

Shares Held

267M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

24.6M
Shares

$1.13 Billion
0.78% of portfolio
Envestnet Asset Management Inc

21.1M
Shares

$969 Million
0.28% of portfolio
Mercer Global Advisors Inc Denver, CO

19.9M
Shares

$914 Million
1.77% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$512 Million
4.47% of portfolio
Savant Capital, LLC

8.59M
Shares

$394 Million
2.4% of portfolio

About DIMENSIONAL ETF TR

Ticker DFIV
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