Phillips Financial Management, LLC Dimensional ETF Tr Emerging Mk Call Options Transaction History
Phillips Financial Management, LLC
- $1.19 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFEV
# of Institutions
131Shares Held
15MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.16MShares$60.5 Million4.19% of portfolio
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Ritholtz Wealth Management924KShares$25.9 Million0.84% of portfolio
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True Wealth Design, LLC Akron, OH767KShares$21.5 Million4.96% of portfolio
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Marquette Asset Management, LLC620KShares$17.4 Million2.8% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA573KShares$16 Million0.17% of portfolio