Beaird Harris Wealth Management, LLC Dimensional ETF Tr Core Fxd In Put Options Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFCF
# of Institutions
317Shares Held
89.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$432 Million12.38% of portfolio
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Hbk Sorce Advisory LLC Erie, PA7.66MShares$322 Million11.84% of portfolio
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Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$97 Million1.23% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.08MShares$87.5 Million12.12% of portfolio