Wealth Preservation Advisors, LLC Dimensional ETF Tr Put Options Transaction History

Wealth Preservation Advisors, LLC

$172 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAX

# of Institutions

664

Shares Held

256M

Call Options Held

0

Put Options Held

0

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$360 Million
3.18% of portfolio
Alerus Financial Na Grand Forks, ND

8.38M
Shares

$268 Million
14.39% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$259 Million
0.08% of portfolio
Geometric Wealth Advisors

7.29M
Shares

$233 Million
33.26% of portfolio
Envestnet Asset Management Inc

6.67M
Shares

$213 Million
0.06% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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