Level Four Advisory Services, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 6,049 shares of DFAT stock, worth $351,688. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,049
Previous 6,178
2.09%
Holding current value
$351,688
Previous $320,000
5.0%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio