Landmark Wealth Management, Inc. Dimensional ETF Tr Transaction History
Landmark Wealth Management, Inc.
- $210 Billion
- Q1 2025
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 79,727 shares of DFAI stock, worth $2.74 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
79,727
Previous 360,113
77.86%
Holding current value
$2.74 Million
Previous $10.5 Billion
76.32%
% of portfolio
1.19%
Previous 5.12%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
664Shares Held
241MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$645 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$255 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$241 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$229 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$196 Million18.44% of portfolio