Wealth Collab, LLC Dimensional ETF Tr U S Target Call Options Transaction History
Wealth Collab, LLC
- $136 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 DFAT
# of Institutions
651Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$689 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$408 Million22.37% of portfolio
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Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio