Allworth Financial LP Dimensional ETF Tr Call Options Transaction History
Allworth Financial LP
- $20.2 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
664Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
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Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
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Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
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Envestnet Asset Management Inc6.67MShares$209 Million0.06% of portfolio
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Monograph Wealth Advisors, LLC5.75MShares$180 Million22.06% of portfolio