Elser Financial Planning, Inc Dimensional ETF Tr Call Options Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$149 Million45.35% of portfolio