Black Point Wealth Management Dimensional ETF Tr Call Options Transaction History

Black Point Wealth Management

$17.3 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAU

# of Institutions

502

Shares Held

133M

Call Options Held

30.6K

Put Options Held

700

Sequoia Financial Advisors, LLC

5.63M
Shares

$224 Million
1.87% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$165 Million
5.04% of portfolio
Aquire Wealth Advisors, LLC

3.76M
Shares

$149 Million
44.46% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.53M
Shares

$140 Million
1.69% of portfolio
Modera Wealth Management, LLC

3.52M
Shares

$140 Million
1.87% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Black Point Wealth Management with notifications on news.