Level Four Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Level Four Advisory Services, LLC
- $2.11 Billion
- Q2 2024
A detailed history of Level Four Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 91,960 shares of DFAC stock, worth $3.14 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
91,960
Previous 94,060
2.23%
Holding current value
$3.14 Million
Previous $3.01 Million
1.36%
% of portfolio
0.14%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio