Landmark Wealth Management, Inc. Dimensional ETF Tr Transaction History
Landmark Wealth Management, Inc.
- $205 Billion
- Q4 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 360,113 shares of DFAI stock, worth $10.9 Million. This represents 5.12% of its overall portfolio holdings.
Number of Shares
360,113
Previous 389,742
7.6%
Holding current value
$10.9 Million
Previous $12.4 Billion
15.1%
% of portfolio
5.12%
Previous 6.17%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
556Shares Held
188MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$202 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$184 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$165 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$128 Million0.19% of portfolio