Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Call Options Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFIS
# of Institutions
185Shares Held
65.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$555 Million0.61% of portfolio
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Mather Group, Llc. Chicago, IL10.2MShares$263 Million3.52% of portfolio
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Ci Private Wealth, LLC Miami, FL4.14MShares$107 Million0.18% of portfolio
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Savant Capital, LLC2.61MShares$67.6 Million0.63% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.5 Million3.04% of portfolio