Level Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 200,088 shares of DFUV stock, worth $7.83 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
200,088
Previous 200,208
0.06%
Holding current value
$7.83 Million
Previous $8.19 Million
0.13%
% of portfolio
3.02%
Previous 3.26%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
710Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.33 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.23 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$703 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$565 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$421 Million0.67% of portfolio