Level Financial Advisors, Inc. Dimensional ETF Tr U S Target Put Options Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding DFAT
# of Institutions
639Shares Held
153MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$777 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$718 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$490 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$439 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$273 Million3.04% of portfolio