Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Put Options Transaction History
Waterfront Wealth Inc.
- $355 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$671 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$658 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$430 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$162 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$133 Million16.75% of portfolio