Level Financial Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 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 148,122 shares of DFEM stock, worth $4.23 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
148,122
Previous 112,654
31.48%
Holding current value
$4.23 Million
Previous $2.87 Million
37.9%
% of portfolio
1.82%
Previous 1.36%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$431 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$156 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$121 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$113 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$113 Million1.18% of portfolio