Western Wealth Management, LLC Dimensional ETF Tr U S Equity Call Options Transaction History
Western Wealth Management, LLC
- $1.27 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 DFUS
# of Institutions
601Shares Held
114MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$462 Million4.95% of portfolio
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Index Fund Advisors, Inc.5.99MShares$362 Million19.27% of portfolio
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Plancorp, LLC5.12MShares$309 Million12.7% of portfolio
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Envestnet Asset Management Inc4.2MShares$254 Million0.09% of portfolio
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Mercer Global Advisors Inc Denver, CO3.79MShares$229 Million0.61% of portfolio