Buckingham Strategic Wealth, LLC Dimensional ETF Tr Call Options Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio
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Monograph Wealth Advisors, LLC5.48MShares$144 Million19.28% of portfolio