Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DIHP
# of Institutions
282Shares Held
147MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$736 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$710 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$698 Million4.6% of portfolio
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Forum Financial Management, LP Lombard, IL6MShares$175 Million3.07% of portfolio
-
Sequoia Financial Advisors, LLC4.38MShares$128 Million0.99% of portfolio