Heritage Wealth Management, Inc. Dimensional ETF Tr Call Options Transaction History
Heritage Wealth Management, Inc.
- $294 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
585Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$303 Million3.18% of portfolio
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Envestnet Asset Management Inc7.7MShares$208 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$204 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio