Level Financial Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 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 227,227 shares of DFEM stock, worth $6.03 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
227,227
Previous 181,576
25.14%
Holding current value
$6.03 Million
Previous $5.11 Million
16.44%
% of portfolio
2.37%
Previous 2.1%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
368Shares Held
1.15BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$413 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