Cpwm, LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History
Cpwm, LLC
- $1.06 Billion
 - Q3 2022
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding DFCF
# of Institutions
433Shares Held
120MCall Options Held
0Put Options Held
0- 
    
      Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
 - 
    
      Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
 - 
    
      True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
 - 
    
      Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
 - 
    
      Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio