Level Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Level Financial Advisors, Inc.
- $210 Million
- Q1 2024
A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 75,368 shares of DFAT stock, worth $3.88 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
75,368
Previous 77,015
2.14%
Holding current value
$3.88 Million
Previous $4.03 Million
1.79%
% of portfolio
1.95%
Previous 2.05%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
152MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$705 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$651 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$468 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$398 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$248 Million3.04% of portfolio