Private Ocean, LLC Dimensional ETF Tr Call Options Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAU
# of Institutions
413Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$199 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$144 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$119 Million0.71% of portfolio