Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Call Options Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
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Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio