Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Vista Wealth Management Group, LLC
- $1.27 Billion
- Q1 2024
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
183Shares Held
79.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$397 Million0.15% of portfolio
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Mercer Global Advisors Inc Denver, CO14.6MShares$391 Million1.12% of portfolio
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Forum Financial Management, LP Lombard, IL6.08MShares$162 Million3.17% of portfolio
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Carlson Capital Management3.83MShares$102 Million8.21% of portfolio
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Merriman Wealth Management, LLC2.93MShares$78.4 Million3.66% of portfolio