Shira Ridge Wealth Management Dimensional ETF Tr U S Equity Call Options Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$572 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$520 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
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Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
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Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio