Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Vista Wealth Management Group, LLC
- $1.32 Billion
- Q2 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
198Shares Held
93.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$465 Million0.16% of portfolio
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Mercer Global Advisors Inc Denver, CO17.4MShares$461 Million1.16% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio
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Carlson Capital Management3.81MShares$101 Million7.97% of portfolio
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Merriman Wealth Management, LLC3.02MShares$80 Million3.61% of portfolio