Wipfli Financial Advisors Llc, Dimensional ETF Tr U S Core Eq Call Options Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
825MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
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Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio