Mattern Wealth Management LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History
Mattern Wealth Management LLC
- $426 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 DFCF
# of Institutions
321Shares Held
91.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$431 Million12.38% of portfolio
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Hbk Sorce Advisory LLC Erie, PA7.66MShares$321 Million11.84% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
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Wp Wealth LLP Fort Worth, TX2.41MShares$101 Million24.22% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$96.7 Million1.23% of portfolio