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

Level Financial Advisors, Inc.

$252 Million
Q4 2024

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 81,292 shares of DFSV stock, worth $2.29 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

81,292

Previous 70,922 14.62%

Holding current value

$2.29 Million

Previous $2.18 Million 14.56%

% of portfolio

0.99%

Previous 0.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$30.18 - $33.87 $312,966 - $351,231	10,370 Added 14.62%	81,292 $2.5 Million
Q3 2024 Oct 10, 2024	BUY	$28.25 - $31.7 $458,130 - $514,078	16,217 Added 29.64%	70,922 $2.18 Million
Q2 2024 Jul 23, 2024	BUY	$27.81 - $30.13 $519,935 - $563,310	18,696 Added 51.92%	54,705 $1.57 Million
Q1 2024 Apr 19, 2024	BUY	$27.45 - $30.1 $712,766 - $781,576	25,966 Added 258.55%	36,009 $1.08 Million
Q4 2023 Jan 22, 2024	BUY	$23.61 - $29.53 $134,553 - $168,291	5,699 Added 131.19%	10,043 $292,000
Q3 2023 Oct 18, 2023	BUY	$24.97 - $27.69 $41,125 - $45,605	1,647 Added 61.07%	4,344 $110,000
Q2 2023 Jul 14, 2023	BUY	$23.17 - $25.7 $47,336 - $52,505	2,043 Added 312.39%	2,697 $69,000
Q4 2022 Jan 23, 2023	BUY	$22.47 - $26.46 $14,695 - $17,304	654 New	654 $0

Others Institutions Holding DFSV

# of Institutions

417

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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