Signature Estate & Investment Advisors LLC Dimensional ETF Tr Short Durat Call Options Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFSD

# of Institutions

292

Shares Held

54.8M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

4.17M
Shares

$197 Million
1.31% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.59M
Shares

$122 Million
11.2% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Savant Capital, LLC

2.31M
Shares

$109 Million
0.88% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98 Million
1.09% of portfolio

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
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