Betterment LLC Dimensional ETF Tr Natl Mun Bd Call Options Transaction History
Betterment LLC
- $41.6 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFNM
# of Institutions
207Shares Held
22.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
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Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio