Creative Planning Dimensional ETF Tr U S Target Call Options Transaction History
Creative Planning
- $101 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$750 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$530 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$444 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$313 Million2.46% of portfolio
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Buckingham Strategic Partners Saint Louis, MO3.59MShares$216 Million4.56% of portfolio