Montz Harcus Wealth Management LLC Dimensional ETF Tr U S Equity Call Options Transaction History
Montz Harcus Wealth Management LLC
- $181 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFUS
# of Institutions
744Shares Held
164MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$348 Million20.61% of portfolio
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Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
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Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio