Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Level Financial Advisors, Inc.

  • $243 Million
  • Q3 2024

A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 22,062 shares of DFIV stock, worth $783,642. This represents 0.35% of its overall portfolio holdings.

Number of Shares
22,062
Previous 21,232 3.91%
Holding current value
$783,642
Previous $763,000 10.09%
% of portfolio
0.35%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$34.66 - $38.38 $28,767 - $31,855
830 Added 3.91%
22,062 $840,000
Q2 2024

Jul 23, 2024
BUY
$35.5 - $38.02 $71 - $76
2 Added 0.01%
21,232 $763,000
Q1 2024

Apr 19, 2024
SELL
$33.15 - $36.75 $828 - $918
-25 Reduced 0.12%
21,230 $780,000
Q4 2023

Jan 22, 2024
SELL
$30.86 - $34.46 $4,659 - $5,203
-151 Reduced 0.71%
21,255 $730,000
Q3 2023

Oct 18, 2023
BUY
$32.1 - $34.42 $2,407 - $2,581
75 Added 0.35%
21,406 $698,000
Q1 2023

Apr 10, 2023
SELL
$30.43 - $33.38 $44,366 - $48,668
-1,458 Reduced 6.4%
21,331 $687,000
Q4 2022

Jan 23, 2023
SELL
$25.88 - $31.1 $1,526 - $1,834
-59 Reduced 0.26%
22,789 $0
Q2 2022

Jul 19, 2022
BUY
$28.66 - $33.84 $654,823 - $773,176
22,848 New
22,848 $765,000
Q1 2022

Apr 08, 2022
SELL
$30.75 - $35.49 $702,576 - $810,875
-22,848 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$31.61 - $34.21 $722,225 - $781,630
22,848 New
22,848 $750,000

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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