Landmark Wealth Management, Inc. Dimensional ETF Tr Transaction History
Landmark Wealth Management, Inc.
- $205 Billion
- Q4 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 360,113 shares of DFAI stock, worth $11.3 Million. This represents 5.12% of its overall portfolio holdings.
Number of Shares
360,113
Previous 389,742
7.6%
Holding current value
$11.3 Million
Previous $12.4 Billion
15.1%
% of portfolio
5.12%
Previous 6.17%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio