Evernest Financial Advisors, LLC Dimensional ETF Tr Put Options Transaction History
Evernest Financial Advisors, LLC
- $275 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
637Shares Held
244MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$233 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$226 Million0.07% of portfolio
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Geometric Wealth Advisors7MShares$208 Million33.48% of portfolio
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Monograph Wealth Advisors, LLC5.54MShares$164 Million21.04% of portfolio