Vestia Personal Wealth Advisors Dimensional ETF Tr U S Equity Call Options Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFUS
# of Institutions
639Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$517 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$381 Million19.88% of portfolio
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Plancorp, LLC5.04MShares$328 Million12.91% of portfolio
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Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio
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Creative Planning Overland Park, KS3.67MShares$238 Million0.23% of portfolio