Level Financial Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Level Financial Advisors, Inc.
- $243 Million
- Q3 2024
A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 181,576 shares of DFEM stock, worth $4.82 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
181,576
Previous 148,122
22.59%
Holding current value
$4.82 Million
Previous $3.96 Million
29.1%
% of portfolio
2.1%
Previous 1.82%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio