Level Four Advisory Services, LLC Dimensional ETF Tr Transaction History
Level Four Advisory Services, LLC
- $2.29 Billion
- Q4 2024
A detailed history of Level Four Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 23,343 shares of DFAI stock, worth $726,901. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,343
Previous 29,109
19.81%
Holding current value
$726,901
Previous $925,000
26.38%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio