Level Financial Advisors, Inc. Purchases in Q4 2025

Level Financial Advisors, Inc.

  • $343 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
54.5K
+ 12.21%
$58.64 - $58.96 $3.2M - $3.21M
501K $29.4M
VEA
Vanguard Ftse Developed Market

ETFs
23.1K
+ 5.61%
$59.18 - $62.09 $1.36M - $1.43M
434K $26.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
47.3K
+ 15.07%
$31.28 - $33.46 $1.48M - $1.58M
361K $11.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.66K
+ 1.87%
$600.51 - $631.95 $999K - $1.05M
90.7K $56M
DFIP
Dimensional ETF Tr Inflation P

ETFs
35.3K
+ 12.41%
$42.01 - $42.55 $1.48M - $1.5M
320K $13.5M
VUG
Vanguard Growth ETF

ETFs
2.43K
+ 13.15%
$470.44 - $504.26 $1.14M - $1.22M
20.9K $10.1M
BNDX
Vanguard Total International B

ETFs
23.3K
+ 14.89%
$49.3 - $49.91 $1.15M - $1.17M
180K $8.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.6K
+ 6.38%
$78.65 - $79.19 $990K - $997K
210K $16.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
19.4K
+ 8.89%
$46.85 - $47.44 $907K - $918K
237K $11.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.6K
+ 6.27%
$79.55 - $80.13 $842K - $848K
179K $14.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
20.2K
+ 5.25%
$37.18 - $38.47 $751K - $777K
405K $15.3M
AVSC
American Centy ETF Tr Avantis
11.6K
+ 15.85%
$55.24 - $58.86 $643K - $685K
85.1K $4.79M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.63K
+ 25.19%
$77.73 - $78.84 $515K - $523K
32.9K $2.57M
DFSV
Dimensional ETF Tr Dimensional

ETFs
17.5K
+ 16.16%
$30.55 - $32.35 $534K - $566K
126K $3.95M
VTV
Vanguard Value ETF

ETFs
2.26K
+ 4.88%
$182.87 - $189.72 $413K - $428K
48.5K $9.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.42K
+ 7.32%
$52.54 - $55.77 $337K - $358K
94.2K $5.17M
AVRE
American Centy ETF Tr Avantis
9.14K
+ 5.57%
$43.28 - $45.31 $396K - $414K
173K $7.63M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
5.35K
+ 27.9%
$63.66 - $64.83 $341K - $347K
24.5K $1.56M
VB
Vanguard Small Cap ETF

ETFs
1.11K
+ 15.21%
$248.1 - $260.08 $275K - $288K
8.4K $2.1M
AVEM
American Centy ETF Tr Avantis

ETFs
753
+ 1.12%
$73.09 - $78.36 $55K - $59K
68K $5.27M
AVDE
American Centy ETF Tr Avantis

ETFs
1.49K
+ 5.01%
$77.65 - $81.2 $116K - $121K
31.3K $2.51M
NVDA
Nvidia Corp

Technology
839
+ 17.77%
$179.83 - $207.04 $151K - $174K
5.56K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
201
+ 33.44%
$358.03 - $397.02 $72K - $79.8K
802 $287K
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.04%
$213.04 - $254.0 $213 - $254
2.85K $668K
AVDV
American Centy ETF Tr Avantis

ETFs
293
+ 2.96%
$87.37 - $90.92 $25.6K - $26.6K
10.2K $920K
AVUV
American Centy ETF Tr Avantis

ETFs
927
+ 3.14%
$95.19 - $100.66 $88.2K - $93.3K
30.5K $2.97M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.24K
+ 1.94%
$42.66 - $43.29 $95.5K - $96.9K
118K $5.03M
IVV
Ishares Core S&P 500 ETF

ETFs
20
+ 2.23%
$656.2 - $690.71 $13.1K - $13.8K
916 $618K
AVLV
American Centy ETF Tr Avantis
128
+ 1.82%
$70.14 - $73.74 $8.98K - $9.44K
7.17K $521K
AVSE
American Centy ETF Tr Avantis

ETFs
3
+ 0.05%
$61.83 - $66.19 $185 - $199
5.61K $367K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
34
+ 0.6%
$51.27 - $51.8 $1.74K - $1.76K
5.7K $294K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
297
+ 0.86%
$25.18 - $25.37 $7.48K - $7.53K
34.8K $877K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.06%
$142.79 - $150.05 $286 - $300
3.32K $485K
GNMA
Ishares Gnma Bond ETF

ETFs
29
+ 0.52%
$44.32 - $44.89 $1.29K - $1.3K
5.6K $248K
DFSU
Dimensional ETF Tr Dimen Us Su
1.69K
+ 2.5%
N/A
69.3K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
805
+ 9.78%
N/A
9.04K $0
DFSI
Dimensional ETF Tr Dimen Intl
1.57K
+ 5.23%
N/A
31.5K $0
DFSB
Dimensional ETF Tr Dimensional
1.4K
+ 16.18%
N/A
10K $0
Dimensional ETF Trust
60.5K
+ 12.9%
N/A
530K $0
Dimensional ETF Trust
31K
+ 12.71%
N/A
275K $0
Dimensional ETF Trust
4.29K
New
N/A
4.29K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.08%
$169.53 - $176.53 $170 - $177
1.19K $206K
Putnam ETF Trust
15.2K
New
N/A
15.2K $0
Manager Directed Portfolios
7.29K
+ 7.43%
N/A
105K $0
MTB
M&T Bank Corp

Financial Services
1
+ 0.06%
$178.63 - $195.63 $179 - $196
1.69K $315K
NFLX
Netflix Inc

Communication Services
3.34K
+ 900.0%
$110.29 - $1241.35 $368K - $4.14M
3.71K $409K
Activity Summary
Buys All Purchases 47 New Holdings 2 Increased Positions 45 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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