Monograph Wealth Advisors, LLC Dimensional ETF Tr Put Options Transaction History
Monograph Wealth Advisors, LLC
- $765 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAX
# of Institutions
653Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
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Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$239 Million0.07% of portfolio
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Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
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Allworth Financial LP6.28MShares$197 Million0.92% of portfolio