Forum Financial Management, LP Dimensional ETF Tr U S Core Eq Put Options Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAC

# of Institutions

1,000

Shares Held

773M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.01 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.78 Billion
3.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.33 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

18.2M
Shares

$646 Million
0.26% of portfolio
Buckingham Strategic Partners Saint Louis, MO

13.1M
Shares

$466 Million
10.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
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