Wealth Spring Partners, LLC Dimensional ETF Tr Call Options Transaction History
Wealth Spring Partners, LLC
- $134 Billion
- Q3 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAX
# of Institutions
494Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
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Envestnet Asset Management Inc9.73MShares$249 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC7.38MShares$189 Million0.1% of portfolio
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Geometric Wealth Advisors7.31MShares$187 Million38.77% of portfolio
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Monograph Wealth Advisors, LLC5.51MShares$141 Million21.36% of portfolio