Milestone Investment Advisors LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DIHP
# of Institutions
245Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$655 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$611 Million1.39% of portfolio
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Savant Capital, LLC15.5MShares$424 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$174 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.12MShares$168 Million3.11% of portfolio