David Wealth Management LLC Dimensional ETF Tr Put Options Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAI
# of Institutions
627Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
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Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
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Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio