Level Financial Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
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 251,899 shares of DFEM stock, worth $6.59 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
251,899
Previous 227,227
10.86%
Holding current value
$6.59 Million
Previous $5.95 Million
12.45%
% of portfolio
2.47%
Previous 2.37%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
424Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio