Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DISV
# of Institutions
326Shares Held
66.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$266 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$192 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$94.6 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$67 Million1.08% of portfolio
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Ritholtz Wealth Management1.65MShares$49.5 Million1.46% of portfolio