Level Four Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Level Four Advisory Services, LLC
- $2.3 Billion
- Q3 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 93,840 shares of DFAC stock, worth $3.28 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
93,840
Previous 91,960
2.04%
Holding current value
$3.28 Million
Previous $2.96 Million
8.54%
% of portfolio
0.14%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio