Andrews, Lucia Wealth Management LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Andrews, Lucia Wealth Management LLC

$146 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

262

Shares Held

43.2M

Call Options Held

27.2K

Put Options Held

10K

Vista Wealth Management Group, LLC

3.13M
Shares

$73.2 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.55M
Shares

$59.5 Million
0.08% of portfolio
Prudential Financial Inc Newark, NJ

2.34M
Shares

$54.8 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.01M
Shares

$47.1 Million
11.74% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.73M
Shares

$40.5 Million
3.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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