Soundmark Wealth Management, LLC Dimensional ETF Tr Call Options Transaction History
Soundmark Wealth Management, LLC
- $225 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAX
# of Institutions
482Shares Held
214MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$294 Million3.33% of portfolio
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Envestnet Asset Management Inc11MShares$280 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
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Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
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Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio