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 $749,543. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,343
Previous 29,109
19.81%
Holding current value
$749,543
Previous $925,000
26.38%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
623Shares Held
232MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$239 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$193 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$179 Million17.39% of portfolio