Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Call Options Transaction History
Tobias Financial Advisors, Inc.
- $483 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFIS
# of Institutions
245Shares Held
91MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$475 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$333 Million10.93% of portfolio
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Mather Group, Llc. Chicago, IL11.4MShares$306 Million3.44% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$105 Million0.43% of portfolio
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Ci Private Wealth, LLC Miami, FL3.82MShares$102 Million0.14% of portfolio