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 64,114 shares of DFAI stock, worth $1.97 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
64,114Holding current value
$1.97 Million% of portfolio
1.32%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
557Shares Held
188MCall 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, OR5.58MShares$171 Million17.39% 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