Next Level Wealth Planning, LLC Dimensional ETF Tr Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 325,038 shares of DFAI stock, worth $9.98 Million. This represents 7.47% of its overall portfolio holdings.
Number of Shares
325,038Holding current value
$9.98 Million% of portfolio
7.47%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
549Shares Held
186MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$204 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6.04MShares$185 Million0.02% of portfolio
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Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
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Northern Trust Corp Chicago, IL4.32MShares$133 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.21MShares$129 Million0.19% of portfolio