Elser Financial Planning, Inc Dimensional ETF Tr Call Options Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
652Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$343 Million3.18% of portfolio
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Lpl Financial LLC Fort Mill, SC8.02MShares$245 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$233 Million0.07% of portfolio
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Geometric Wealth Advisors7MShares$214 Million33.48% of portfolio
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Allworth Financial LP6.28MShares$192 Million0.92% of portfolio