Olistico Wealth, LLC Dimensional ETF Tr U S Target Put Options Transaction History
Olistico Wealth, LLC
- $162 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAT
# of Institutions
757Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$439 Million9.85% of portfolio
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Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
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Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio