Level Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 285,335 shares of DUHP stock, worth $9.66 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
285,335
Previous 238,211
19.78%
Holding current value
$9.66 Million
Previous $7.53 Million
21.22%
% of portfolio
4.19%
Previous 3.58%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio