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 10,218 shares of DFAX stock, worth $269,039. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,218Holding current value
$269,039% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio