Level Financial Advisors, Inc. Dimensional ETF Tr Dimensional Call Options Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFIS
# of Institutions
244Shares Held
85.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$457 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$321 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$276 Million3.42% of portfolio
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Ci Private Wealth, LLC Miami, FL3.82MShares$98.6 Million0.14% of portfolio
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First Citizens Bank & Trust CO3.79MShares$97.9 Million1.68% of portfolio