True Wealth Design, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

True Wealth Design, LLC

$401 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

326

Shares Held

197M

Call Options Held

100

Put Options Held

100

Envestnet Asset Management Inc

21.4M
Shares

$566 Million
0.22% of portfolio
Mercer Global Advisors Inc Denver, CO

21.3M
Shares

$561 Million
1.62% of portfolio
Forum Financial Management, LP Lombard, IL

16M
Shares

$421 Million
8.27% of portfolio
Evensky & Katz LLC

5.55M
Shares

$146 Million
10.48% of portfolio
Rw Investment Management LLC Eagle, ID

4.55M
Shares

$120 Million
16.95% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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