Planning Center, Inc. Dimensional ETF Tr Dimensional Call Options Transaction History
Planning Center, Inc.
- $431 Million
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIS
# of Institutions
171Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$293 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$156 Million2.34% of portfolio
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Ci Private Wealth, LLC Miami, FL4.08MShares$103 Million0.16% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.4 Million3.04% of portfolio
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Savant Capital, LLC2.18MShares$54.9 Million0.63% of portfolio