Heritage Wealth Management, LLC Dimensional ETF Tr U S Target Call Options Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 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
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
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Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
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Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio