Baldrige Asset Management LLC Dimensional ETF Tr Put Options Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
515Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio