Beaird Harris Wealth Management, LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History
Beaird Harris Wealth Management, LLC
- $1.1 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFCF
# of Institutions
426Shares Held
122MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$480 Million13.24% of portfolio
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Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
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Sequoia Financial Advisors, LLC2.88MShares$122 Million0.93% 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$119 Million1.39% of portfolio