Modera Wealth Management, LLC Dimensional ETF Tr Put Options Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$199 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$119 Million0.71% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.77MShares$114 Million26.74% of portfolio