Brown Financial Advisory Dimensional ETF Tr Dimensional Call Options Transaction History
Brown Financial Advisory
- $130 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAR
# of Institutions
194Shares Held
31.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$70.1 Million4.94% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$44.7 Million11.83% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$43.1 Million4.06% of portfolio
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High Tower Advisors, LLC Chicago, IL1.81MShares$43 Million0.07% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$31.6 Million2.99% of portfolio