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 108,269 shares of DFSV stock, worth $3.4 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
108,269
Previous 92,765
16.71%
Holding current value
$3.4 Million
Previous $2.73 Million
26.26%
% of portfolio
1.06%
Previous 0.92%
Shares
11 transactions
Others Institutions Holding DFSV
# of Institutions
495Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio