Montz Harcus Wealth Management LLC Dimensional ETF Tr U S Equity Put Options Transaction History
Montz Harcus Wealth Management LLC
- $205 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFUS
# of Institutions
807Shares Held
197MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.2 Billion4.06% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$565 Million5.21% of portfolio
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Maseco LLP London,7.9MShares$561 Million20.12% of portfolio
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Index Fund Advisors, Inc.5.05MShares$359 Million19.78% of portfolio
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Plancorp, LLC4.6MShares$326 Million10.8% of portfolio