Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Small C Call Options Transaction History
Andrews, Lucia Wealth Management LLC
- $153 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAS
# of Institutions
828Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.1 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$523 Million0.07% of portfolio
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Index Fund Advisors, Inc.5.83MShares$382 Million21.68% of portfolio
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Bank Of America Corp Charlotte, NC5.38MShares$353 Million0.03% of portfolio
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Pure Financial Advisors, LLC2.79MShares$183 Million3.23% of portfolio