David Wealth Management LLC Dimensional ETF Tr Inflation P 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 |
|---|
Others Institutions Holding DFIP
# of Institutions
137Shares Held
14.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$43.1 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.7 Million5.96% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.5 Million4.33% of portfolio
-
Geometric Wealth Advisors451KShares$18.9 Million3.46% of portfolio