Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIC
# of Institutions
468Shares Held
278MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$892 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$182 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$149 Million0.2% of portfolio