Level Financial Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 227,227 shares of DFEM stock, worth $6.04 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

227,227

Previous 181,576 25.14%

Holding current value

$6.04 Million

Previous $5.11 Million 16.44%

% of portfolio

2.37%

Previous 2.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.16 - $28.82 $1.19 Million - $1.32 Million	45,651 Added 25.14%	227,227 $5.95 Million
Q3 2024 Oct 10, 2024	BUY	$25.21 - $28.46 $843,375 - $952,100	33,454 Added 22.59%	181,576 $5.11 Million
Q2 2024 Jul 23, 2024	BUY	$24.84 - $27.2 $881,025 - $964,729	35,468 Added 31.48%	148,122 $3.96 Million
Q1 2024 Apr 19, 2024	BUY	$23.62 - $25.64 $1.75 Million - $1.9 Million	74,208 Added 193.02%	112,654 $2.87 Million
Q4 2023 Jan 22, 2024	BUY	$22.36 - $24.96 $415,113 - $463,382	18,565 Added 93.38%	38,446 $959,000
Q3 2023 Oct 18, 2023	BUY	$23.16 - $25.43 $59,150 - $64,948	2,554 Added 14.74%	19,881 $463,000
Q2 2023 Jul 14, 2023	BUY	$23.0 - $24.82 $324,438 - $350,110	14,106 Added 437.94%	17,327 $416,000
Q1 2023 Apr 10, 2023	BUY	$22.42 - $24.83 $72,214 - $79,977	3,221 New	3,221 $75,000

Others Institutions Holding DFEM

# of Institutions

418

Shares Held

1.16B

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

Level Financial Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History