Quantum Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Call Options Transaction History
Quantum Financial Advisors, LLC
- $412 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
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.08MShares$85.9 Million12.12% of portfolio