Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Put Options Transaction History

Wheelhouse Advisory Group LLC

$155 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49.1M

Call Options Held

0

Put Options Held

0

Beaird Harris Wealth Management, LLC Dallas, TX

2.49M
Shares

$117 Million
11.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$112 Million
1.35% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$97.3 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$94.7 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$94.2 Million
16.23% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.