Beaird Harris Wealth Management, LLC Dimensional ETF Tr Core Fxd In Put Options Transaction History
Beaird Harris Wealth Management, LLC
- $1.1 Billion
- Q1 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
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Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
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True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio