Intelligent Financial Strategies Dimensional ETF Tr Dimensional Call Options Transaction History
Intelligent Financial Strategies
- $176 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAR
# of Institutions
210Shares Held
35.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73 Million5.23% of portfolio
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High Tower Advisors, LLC Chicago, IL2.15MShares$53.1 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.6 Million12.28% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.5 Million3.67% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$32.8 Million2.99% of portfolio