Monograph Wealth Advisors, LLC Dimensional ETF Tr Call Options Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$250 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$190 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$188 Million38.77% of portfolio
-
Commonwealth Equity Services, LLC5.42MShares$139 Million0.22% of portfolio