First Purpose Wealth LLC Dimensional ETF Tr Dimensional Put Options Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFSB
# of Institutions
100Shares Held
7.52MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.1MShares$016.79% of portfolio
-
Maseco LLP London,1.46MShares$02.9% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA487KShares$00.0% of portfolio
-
Passive Capital Management, Llc. Baltimore, MD376KShares$03.98% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio