Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFCF
# of Institutions
325Shares Held
86.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$439 Million12.4% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
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Wp Wealth LLP Fort Worth, TX2.41MShares$101 Million24.22% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.08MShares$87.1 Million12.12% of portfolio