Observations
- Millionaire
Estimated Net Worth
- $9.6 M - $24.0 M
Salary
- Unknown
Employment
- 11/01/2021 - 01/31/2023
Departed Administration
- Yes
Current Title
- Retired
Records
[#]
Indicates number of transactions involving "DFA T.A. U.S. Core Equity 2 Portfolio".
Financial Disclosure Details - OGE Form 278e (05/15/2022)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
5 | TA US Core Equity 2 Portfolio Institutional Class Shares (DFTCX) | Purchase | 03/31/2021 | $1,001 - $15,000 |
99 | TA US Core Equity 2 Portfolio Institutional Class Shares (DFTCX) | Sale | 06/11/2021 | $500,001 - $1,000,000 |
101 | TA US Core Equity 2 Portfolio Institutional Class Shares (DFTCX) | Sale | 06/11/2021 | $250,001 - $500,000 |
Do you have information about Daniel Berkovitz that is missing from this database?
Drop us a line at [email protected].