Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Vista Wealth Management Group, LLC
- $1.45 Billion
- Q3 2024
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
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$580 Million0.21% of portfolio
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Mercer Global Advisors Inc Denver, CO22.1MShares$572 Million1.34% of portfolio
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Savant Capital, LLC8.48MShares$219 Million2.0% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$155 Million3.18% of portfolio
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Carlson Capital Management3.9MShares$101 Million7.7% of portfolio