Level Four Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History
Level Four Advisory Services, LLC
- $2.3 Billion
- Q3 2024
A detailed history of Level Four Advisory Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 10,204 shares of DFSD stock, worth $478,159. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,204
Previous 10,319
1.11%
Holding current value
$478,159
Previous $484,000
0.62%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.4 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.3 Million16.23% of portfolio