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 |
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Others Institutions Holding DFUS
# of Institutions
637Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$499 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$367 Million19.88% of portfolio
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Plancorp, LLC5.04MShares$316 Million12.91% of portfolio
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Envestnet Asset Management Inc4.15MShares$260 Million0.09% of portfolio
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Creative Planning Overland Park, KS3.67MShares$230 Million0.23% of portfolio