Level Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Level Financial Advisors, Inc.
- $327 Million
- Q3 2025
A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 232,628 shares of DFIS stock, worth $7.31 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
232,628
Previous 197,207
17.96%
Holding current value
$7.31 Million
Previous $5.88 Million
25.05%
% of portfolio
2.25%
Previous 1.98%
Shares
12 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio