Exencial Wealth Advisors, LLC Dimensional ETF Tr Inflation P Put Options Transaction History
Exencial Wealth Advisors, LLC
- $2.75 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFIP
# of Institutions
151Shares Held
16.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
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Heirloom Wealth Management Greenwood Village, CO983KShares$41.7 Million11.5% of portfolio
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Hemington Wealth Management913KShares$38.7 Million5.01% of portfolio
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Planning Center, Inc.869KShares$36.9 Million5.63% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.9 Million4.35% of portfolio