Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Wealthcare Advisory Partners LLC
- $4.19 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DISV
# of Institutions
351Shares Held
75.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$298 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.15MShares$206 Million3.39% of portfolio
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Mather Group, Llc. Chicago, IL5.84MShares$196 Million2.07% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$106 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.33MShares$78.3 Million1.1% of portfolio