Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Call Options Transaction History
Carson Allaria Wealth Management, Ltd.
- $185 Million
- Q3 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 |
Others Institutions Holding DFAR
# of Institutions
280Shares Held
46.6MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.8 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$56.2 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$52 Million10.63% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.3 Million3.53% of portfolio