Level Wealth Management LLC Dimensional ETF Tr Transaction History
Level Wealth Management LLC
- $142 Billion
- Q4 2024
A detailed history of Level Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Level Wealth Management LLC holds 148,689 shares of DFAU stock, worth $6.08 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
148,689Holding current value
$6.08 Million% of portfolio
4.25%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.18 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$202 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$149 Million1.81% of portfolio