Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Grand Wealth Management, LLC
- $205 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 DFSB
# of Institutions
52Shares Held
3.29MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA1.86MShares$015.73% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA351KShares$00.0% of portfolio
-
Rfg Advisory, LLC Birmingham, AL216KShares$00.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX200KShares$00.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL78.8KShares$00.0% of portfolio