Domani Wealth, LLC Dimensional ETF Tr U S Core Eq Call Options Transaction History
Domani Wealth, LLC
- $431 Million
- Q1 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAC
# of Institutions
854Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
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Mercer Global Advisors Inc Denver, CO45.1MShares$1.48 Billion4.09% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.24 Billion13.69% of portfolio
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Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$573 Million0.3% of portfolio