Morling Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Call Options Transaction History
Morling Financial Advisors, LLC
- $258 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio