Beacon Financial Advisory LLC Dimensional ETF Tr Us Marketwi Call Options Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.37 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$767 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$598 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$451 Million0.65% of portfolio