Heritage Financial Services, LLC Dimensional ETF Tr Dimen Intl Put Options Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFSI
# of Institutions
148Shares Held
9.45MCall Options Held
0Put Options Held
0-
Quantum Financial Advisors, LLC Manhattan Beach, CA945KShares$00.0% of portfolio
-
Awm Capital, LLC905KShares$00.0% of portfolio
-
Francis Financial, Inc. New York, NY583KShares$00.0% of portfolio
-
Merriman Wealth Management, LLC568KShares$00.0% of portfolio
-
Vista Wealth Management Group, LLC524KShares$00.0% of portfolio