Visionary Wealth Advisors Dimensional ETF Tr Dimensional Call Options Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DISV
# of Institutions
321Shares Held
65.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$253 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$63.6 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$40.5 Million1.12% of portfolio