Pine Harbor Wealth Management, LLC Dimensional ETF Tr U S Equity Call Options Transaction History
Pine Harbor Wealth Management, LLC
- $159 Billion
- Q1 2024
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
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$457 Million4.95% of portfolio
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Index Fund Advisors, Inc.5.99MShares$358 Million19.27% of portfolio
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Plancorp, LLC5.12MShares$305 Million12.7% of portfolio
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Envestnet Asset Management Inc4.2MShares$251 Million0.09% of portfolio
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Mercer Global Advisors Inc Denver, CO3.79MShares$226 Million0.61% of portfolio