Essential Planning, Llc. Dimensional ETF Tr Call Options Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAU

# of Institutions

478

Shares Held

2.18B

Call Options Held

0

Put Options Held

400

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$81.8 Billion
4.8% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$204 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$171 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$150 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$149 Million
45.35% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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