Level Four Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History
Level Four Advisory Services, LLC
- $2.27 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
358Shares Held
70.8MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
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Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
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Savant Capital, LLC3.03MShares$146 Million1.09% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio