Summit Asset Management, LLC Dimensional ETF Tr U S Equity Call Options Transaction History
Summit Asset Management, LLC
- $866 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
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Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
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Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio