Level Four Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 23,343 shares of DFAI stock, worth $731,569. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,343
Previous 29,109
19.81%
Holding current value
$731,569
Previous $925,000
26.38%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio