Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 21,232 shares of DFIV stock, worth $797,898. This represents 0.35% of its overall portfolio holdings.
Number of Shares
21,232
Previous 21,230
0.01%
Holding current value
$797,898
Previous $780,000
2.18%
% of portfolio
0.35%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$628 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$551 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$273 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$252 Million0.04% of portfolio