Montz Harcus Wealth Management LLC Dimensional ETF Tr U S Small C Put Options Transaction History

Montz Harcus Wealth Management LLC

$181 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAS

# of Institutions

800

Shares Held

120M

Call Options Held

0

Put Options Held

200

Creative Planning Overland Park, KS

13.2M
Shares

$768 Million
0.84% of portfolio
Northern Trust Corp Chicago, IL

7.52M
Shares

$436 Million
0.07% of portfolio
Index Fund Advisors, Inc.

5.85M
Shares

$339 Million
22.41% of portfolio
Bank Of America Corp Charlotte, NC

5.17M
Shares

$300 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$158 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Montz Harcus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.