Joel Adams & Associates, Inc. Dimensional ETF Tr Call Options Transaction History

Joel Adams & Associates, Inc.

$124 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAX

# of Institutions

666

Shares Held

262M

Call Options Held

0

Put Options Held

0

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$355 Million
3.18% of portfolio
Alerus Financial Na Grand Forks, ND

8.38M
Shares

$265 Million
14.39% of portfolio
Lpl Financial LLC Fort Mill, SC

8.02M
Shares

$254 Million
0.08% of portfolio
Geometric Wealth Advisors

7.29M
Shares

$230 Million
33.26% of portfolio
Envestnet Asset Management Inc

6.67M
Shares

$211 Million
0.06% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAX

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