Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Call Options Transaction History
Capital Performance Advisors LLP
- $261 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 DISV
# of Institutions
264Shares Held
56.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$238 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.02MShares$171 Million3.34% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.3 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.1 Million1.19% of portfolio
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Ritholtz Wealth Management1.31MShares$37 Million1.17% of portfolio