Carlson Capital Management Dimensional ETF Tr Dimensional Call Options Transaction History
Carlson Capital Management
- $1.38 Billion
- Q4 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
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$73.7 Million4.72% of portfolio
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High Tower Advisors, LLC Chicago, IL2.34MShares$57 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$47.6 Million11.11% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41 Million3.61% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$32.4 Million2.99% of portfolio