Geometric Wealth Advisors Dimensional ETF Tr U S Target Call Options Transaction History
Geometric Wealth Advisors
- $417 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$701 Million0.83% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$648 Million7.81% of portfolio
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Forum Financial Management, LP Lombard, IL9.09MShares$465 Million9.57% of portfolio
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Index Fund Advisors, Inc.7.73MShares$396 Million23.74% of portfolio
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Savant Capital, LLC4.82MShares$247 Million3.04% of portfolio