Willow Creek Wealth Management Inc. Dimensional ETF Tr Call Options Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
504Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$253 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$192 Million0.1% of portfolio
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Geometric Wealth Advisors7.2MShares$187 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$148 Million0.23% of portfolio