Lvz, Inc. Dimensional ETF Tr Transaction History
Lvz, Inc.
- $632 Million
- Q1 2025
A detailed history of Lvz, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lvz, Inc. holds 2,063,745 shares of DFAI stock, worth $66.3 Million. This represents 10.2% of its overall portfolio holdings.
Number of Shares
2,063,745
Previous 1,940,769
6.34%
Holding current value
$66.3 Million
Previous $56.7 Million
13.73%
% of portfolio
10.2%
Previous 8.45%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
623Shares Held
232MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$239 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$193 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$179 Million17.39% of portfolio