Level Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Level Wealth Management LLC
- $190 Billion
- Q3 2025
A detailed history of Level Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Level Wealth Management LLC holds 6,822 shares of DFIC stock, worth $224,034. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,822
Previous 6,803
0.28%
Holding current value
$224,034
Previous $212 Million
5.76%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio