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 148,689 shares of DFAU stock, worth $6.26 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
148,689Holding current value
$6.26 Million% of portfolio
4.25%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$121 Million0.71% of portfolio