Landmark Financial Advisors, LLC Dimensional ETF Tr Transaction History
Landmark Financial Advisors, LLC
- $271 Million
- Q4 2023
A detailed history of Landmark Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 243,871 shares of DFAI stock, worth $9.05 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
243,871
Previous 219,955
10.87%
Holding current value
$9.05 Million
Previous $5.74 Million
21.61%
% of portfolio
2.57%
Previous 2.4%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
720Shares Held
287MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio