Parsec Financial Management, Inc. Dimensional ETF Tr Call Options Transaction History
Parsec Financial Management, Inc.
- $2.37 Billion
- Q1 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
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Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$117 Million0.71% of portfolio
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Kooman & Associates Altoona, PA2.63MShares$108 Million38.59% of portfolio