Yoder Wealth Management, Inc. Dimensional ETF Tr Call Options Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$163 Million2.04% of portfolio
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Parsec Financial Management, Inc.4.15MShares$155 Million5.04% of portfolio
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Modera Wealth Management, LLC4.01MShares$150 Million2.23% of portfolio
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Aquire Wealth Advisors, LLC3.37MShares$126 Million42.46% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.77MShares$103 Million26.74% of portfolio