Bwm Planning, LLC Dimensional ETF Tr Put Options Transaction History
Bwm Planning, LLC
- $225 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAX
# of Institutions
500Shares Held
220MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$257 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$195 Million0.1% of portfolio
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Geometric Wealth Advisors7.31MShares$193 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$145 Million21.36% of portfolio