Able Wealth Management LLC Dimensional ETF Tr U S Equity Call Options Transaction History
Able Wealth Management LLC
- $110 Billion
- Q4 2023
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
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
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Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
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Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
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Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio