Ml & R Wealth Management LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 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
195Shares Held
30.1MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$69.6 Million4.94% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$44.3 Million11.83% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$42.7 Million4.06% of portfolio
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High Tower Advisors, LLC Chicago, IL1.81MShares$42.7 Million0.07% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$31.3 Million2.99% of portfolio