Valued Wealth Advisors LLC Dimensional ETF Tr Call Options Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFIV
# of Institutions
506Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$533 Million1.55% of portfolio
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Envestnet Asset Management Inc12.8MShares$461 Million0.18% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$406 Million4.71% of portfolio
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Northern Trust Corp Chicago, IL6.52MShares$234 Million0.04% of portfolio
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Savant Capital, LLC6.3MShares$227 Million2.68% of portfolio