Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DIHP
# of Institutions
292Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$769 Million1.57% of portfolio
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Envestnet Asset Management Inc25.3MShares$753 Million0.23% of portfolio
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Savant Capital, LLC23.9MShares$714 Million4.6% of portfolio
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Forum Financial Management, LP Lombard, IL6MShares$179 Million3.07% of portfolio
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Carlson Capital Management3.91MShares$117 Million7.18% of portfolio