Level Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 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 92,225 shares of DFSV stock, worth $2.37 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
92,225
Previous 81,292
13.45%
Holding current value
$2.37 Million
Previous $2.5 Million
3.6%
% of portfolio
0.96%
Previous 0.99%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
419Shares Held
111MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$207 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$195 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$139 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$107 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$102 Million0.19% of portfolio