Level Financial Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History

Level Financial Advisors, Inc.

$343 Million
Q4 2025

A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 320,062 shares of DFIP stock, worth $13.5 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

320,062

Previous 284,722 12.41%

Holding current value

$13.5 Million

Previous $12 Million 12.13%

% of portfolio

3.93%

Previous 3.68%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$42.01 - $42.55 $1.48 Million - $1.5 Million	35,340 Added 12.41%	320,062 $13.5 Million
Q3 2025 Oct 15, 2025	BUY	$41.6 - $42.66 $3.54 Million - $3.63 Million	85,143 Added 42.66%	284,722 $12 Million
Q2 2025 Jul 15, 2025	BUY	$41.11 - $42.42 $506,721 - $522,868	12,326 Added 6.58%	199,579 $8.34 Million
Q1 2025 Apr 10, 2025	BUY	$40.27 - $42.11 $975,581 - $1.02 Million	24,226 Added 14.86%	187,253 $7.86 Million
Q4 2024 Jan 22, 2025	BUY	$40.31 - $42.43 $1.22 Million - $1.28 Million	30,277 Added 22.81%	163,027 $6.6 Million

Q3 2024 Oct 10, 2024	BUY	$40.69 - $42.46 $851,316 - $888,348	20,922 Added 18.71%	132,750 $5.61 Million
Q2 2024 Jul 23, 2024	BUY	$40.31 - $41.37 $1.32 Million - $1.36 Million	32,768 Added 41.45%	111,828 $4.57 Million
Q1 2024 Apr 19, 2024	BUY	$40.58 - $41.54 $1.81 Million - $1.86 Million	44,710 Added 130.16%	79,060 $3.26 Million
Q4 2023 Jan 22, 2024	BUY	$39.16 - $41.47 $650,525 - $688,899	16,612 Added 93.65%	34,350 $1.42 Million
Q3 2023 Oct 18, 2023	BUY	$39.65 - $41.67 $335,637 - $352,736	8,465 Added 91.29%	17,738 $705,000
Q2 2023 Jul 14, 2023	BUY	$41.16 - $43.19 $368,176 - $386,334	8,945 Added 2727.13%	9,273 $383,000
Q1 2023 Apr 10, 2023	BUY	$40.93 - $42.83 $13,425 - $14,048	328 New	328 $14,000

Others Institutions Holding DFIP

# of Institutions

162

Shares Held

18.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Level Financial Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History