Geometric Wealth Advisors Dimensional ETF Tr Call Options Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
653Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$357 Million3.18% of portfolio
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Lpl Financial LLC Fort Mill, SC8.02MShares$255 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$242 Million0.07% of portfolio
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Allworth Financial LP6.28MShares$199 Million0.92% of portfolio
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Monograph Wealth Advisors, LLC5.75MShares$183 Million22.06% of portfolio