Core Wealth Management, Inc. Dimensional ETF Tr Dimensional Put Options Transaction History

Core Wealth Management, Inc.

$261 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

266

Shares Held

43.8M

Call Options Held

27.2K

Put Options Held

10K

Vista Wealth Management Group, LLC

3.13M
Shares

$75.4 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.55M
Shares

$61.3 Million
0.08% of portfolio
Prudential Financial Inc Newark, NJ

2.34M
Shares

$56.4 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.07M
Shares

$49.9 Million
10.62% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.73M
Shares

$41.7 Million
3.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
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