Level Four Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Level Four Advisory Services, LLC
- $2.29 Billion
- Q4 2024
A detailed history of Level Four Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 93,820 shares of DFAC stock, worth $3.24 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
93,820
Previous 93,840
0.02%
Holding current value
$3.24 Million
Previous $3.22 Million
0.9%
% of portfolio
0.14%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio