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 $10.2 Million. This represents 7.47% of its overall portfolio holdings.
Number of Shares
325,038Holding current value
$10.2 Million% of portfolio
7.47%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio