Strategic Financial Concepts, LLC Dimensional ETF Tr U S Equity Call Options Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFUS
# of Institutions
641Shares Held
124MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$519 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$382 Million19.88% of portfolio
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Plancorp, LLC4.96MShares$324 Million12.66% of portfolio
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Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio
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Creative Planning Overland Park, KS3.67MShares$239 Million0.23% of portfolio