Falcon Wealth Planning Dimensional ETF Tr U S Target Put Options Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAT
# of Institutions
635Shares Held
154MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$765 Million0.83% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$706 Million7.81% of portfolio
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Forum Financial Management, LP Lombard, IL9.09MShares$507 Million9.57% of portfolio
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Index Fund Advisors, Inc.7.73MShares$432 Million23.74% of portfolio
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Savant Capital, LLC4.82MShares$269 Million3.04% of portfolio