Creative Planning Dimensional ETF Tr U S Target Call Options Transaction History
Creative Planning
- $103 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 DFAT
# of Institutions
755Shares Held
168MCall Options Held
500Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$640 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$461 Million9.85% of portfolio
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Index Fund Advisors, Inc.7.2MShares$371 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$264 Million2.33% of portfolio
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Buckingham Strategic Partners Saint Louis, MO4.82MShares$248 Million4.9% of portfolio