Allworth Financial LP Dimensional ETF Tr Call Options Transaction History
Allworth Financial LP
- $16.1 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAU
# of Institutions
405Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$194 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$148 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.37MShares$135 Million42.46% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.77MShares$111 Million26.74% of portfolio