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 132,750 shares of DFIP stock, worth $5.48 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
132,750
Previous 111,828 18.71%
Holding current value
$5.48 Million
Previous $4.57 Million 22.94%
% of portfolio
2.31%
Previous 2.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR INFLATION P


  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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