Life Planning Partners, Inc Dimensional ETF Tr Call Options Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
655Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$345 Million3.18% of portfolio
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Lpl Financial LLC Fort Mill, SC8.02MShares$246 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$234 Million0.07% of portfolio
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Geometric Wealth Advisors7MShares$215 Million33.48% of portfolio
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Allworth Financial LP6.28MShares$193 Million0.92% of portfolio