Oak Wealth Advisors LLC Dimensional ETF Tr Call Options Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
569Shares Held
241MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$221 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$201 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$160 Million0.22% of portfolio