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 $7.74 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
243,871
Previous 219,955
10.87%
Holding current value
$7.74 Million
Previous $5.74 Million
21.61%
% of portfolio
2.57%
Previous 2.4%
Shares
7 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
-
Sym Financial Corp6.65MShares$211 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$190 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$190 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$177 Million17.39% of portfolio