Landmark Wealth Management, Inc. Dimensional ETF Tr Transaction History
Landmark Wealth Management, Inc.
- $201 Billion
- Q3 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 389,742 shares of DFAI stock, worth $11.8 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
389,742
Previous 375,510
3.79%
Holding current value
$11.8 Million
Previous $11.1 Billion
11.17%
% of portfolio
6.17%
Previous 6.13%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
527Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$189 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$155 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$125 Million0.22% of portfolio