Level Wealth Management LLC Dimensional ETF Tr Transaction History
Level Wealth Management LLC
- $142 Billion
- Q4 2024
A detailed history of Level Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Level Wealth Management LLC holds 64,114 shares of DFAI stock, worth $1.95 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
64,114Holding current value
$1.95 Million% of portfolio
1.32%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
544Shares Held
182MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$202 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6.04MShares$184 Million0.02% of portfolio
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Cable Hill Partners, LLC Portland, OR5.44MShares$165 Million17.91% of portfolio
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Northern Trust Corp Chicago, IL4.32MShares$131 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.21MShares$128 Million0.19% of portfolio