Andrews, Lucia Wealth Management LLC Dimensional ETF Tr U S Equity Call Options Transaction History
Andrews, Lucia Wealth Management LLC
- $150 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$575 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$385 Million19.88% of portfolio
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Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
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Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio