Steward Financial Group LLC Dimensional ETF Tr Put Options Transaction History

Steward Financial Group LLC

$315 Million
Q3 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAU

# of Institutions

449

Shares Held

2.18B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$82.8 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.25 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$207 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$173 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$152 Million
1.81% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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