Core Wealth Management, Inc. Dimensional ETF Tr Dimensional Call Options Transaction History
Core Wealth Management, Inc.
- $246 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAR
# of Institutions
202Shares Held
34.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75.2 Million4.94% of portfolio
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High Tower Advisors, LLC Chicago, IL2.15MShares$54.7 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.9 Million11.83% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.7 Million3.67% of portfolio
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Savant Capital, LLC1.4MShares$35.6 Million0.3% of portfolio