Lvz, Inc. Dimensional ETF Tr Transaction History
Lvz, Inc.
- $670 Million
- Q4 2024
A detailed history of Lvz, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lvz, Inc. holds 1,940,769 shares of DFAI stock, worth $60.5 Million. This represents 8.45% of its overall portfolio holdings.
Number of Shares
1,940,769
Previous 1,888,694
2.76%
Holding current value
$60.5 Million
Previous $60 Million
5.58%
% of portfolio
8.45%
Previous 7.75%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio