Level Financial Advisors, Inc. Purchases in Q4 2024

Level Financial Advisors, Inc.

  • $252 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.54K
+ 51.59%
$378.79 - $428.11 $1.34M - $1.52M
10.4K $4.27M
UPS
United Parcel Service Inc

Industrials
12.4K
New
$122.65 - $138.35 $1.52M - $1.71M
12.4K $1.56M
VGSH
Vanguard

ETFs
26.3K
+ 6.77%
$58.02 - $58.88 $1.53M - $1.55M
415K $24.2M
DFIP
Dimensional ETF Tr Inflation P

ETFs
30.3K
+ 22.81%
$40.31 - $42.43 $1.22M - $1.28M
163K $6.6M
BNDX
Vanguard Total International B

ETFs
20.2K
+ 23.16%
$48.91 - $50.61 $987K - $1.02M
107K $5.27M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
45.7K
+ 25.14%
$26.16 - $28.82 $1.19M - $1.32M
227K $5.95M
VTV
Vanguard Value ETF

ETFs
5.36K
+ 25.69%
$168.32 - $181.87 $902K - $975K
26.2K $4.44M
AVSC
American Centy ETF Tr Avantis
11.6K
+ 24.93%
$52.7 - $59.57 $614K - $694K
58.4K $3.17M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.5K
+ 7.05%
$77.86 - $79.27 $819K - $834K
160K $12.5M
NVDA
Nvidia Corp

Technology
4.37K
New
$117.0 - $148.88 $511K - $650K
4.37K $586K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
8.31K
+ 79.83%
$68.25 - $75.42 $567K - $627K
18.7K $1.28M
DUHP
Dimensional ETF Tr Dimensional

ETFs
15.8K
+ 4.79%
$33.62 - $35.69 $532K - $565K
346K $11.7M
DFIS
Dimensional ETF Tr Dimensional

ETFs
28.3K
+ 23.91%
$24.25 - $26.7 $687K - $756K
147K $3.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.1K
+ 26.8%
$44.04 - $49.49 $578K - $650K
62.2K $2.74M
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.4K
+ 14.62%
$30.18 - $33.87 $313K - $351K
81.3K $2.5M
VB
Vanguard Small Cap ETF

ETFs
1.2K
+ 43.97%
$233.76 - $261.58 $281K - $315K
3.94K $947K
AMZN
Amazon Com Inc

Consumer Cyclical
688
+ 23.57%
$180.88 - $232.93 $124K - $160K
3.61K $791K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.4K
+ 6.87%
$45.17 - $47.23 $562K - $587K
194K $8.78M
TSLA
Tesla, Inc.

Consumer Cyclical
532
New
$213.65 - $479.86 $114K - $255K
532 $214K
AVLV
American Centy ETF Tr Avantis
3.16K
New
$65.51 - $71.22 $207K - $225K
3.16K $210K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.82K
+ 28.03%
$61.87 - $64.86 $236K - $248K
17.4K $1.08M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.06K
+ 27.62%
$24.61 - $25.12 $198K - $203K
37.3K $920K
AVDE
American Centy ETF Tr Avantis

ETFs
4.33K
+ 23.65%
$60.9 - $66.69 $264K - $289K
22.7K $1.39M
VTI
Vanguard Total Stock Market Et

ETFs
87
+ 0.46%
$280.04 - $302.45 $24.4K - $26.3K
19K $5.49M
META
Meta Platforms, Inc.

Communication Services
178
+ 28.53%
$554.08 - $632.68 $98.6K - $113K
802 $473K
ITOT
Ishares Core S&P Total U.S. St

ETFs
575
+ 21.04%
$124.26 - $134.12 $71.4K - $77.1K
3.31K $425K
NFLX
Netflix Inc

Communication Services
8
+ 2.13%
$687.65 - $936.56 $5.5K - $7.49K
384 $342K
GOOGL
Alphabet Inc.

Communication Services
20
+ 0.71%
$161.86 - $196.66 $3.24K - $3.93K
2.85K $539K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
133
+ 9.17%
$442.29 - $483.08 $58.8K - $64.2K
1.58K $717K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.82K
+ 2.21%
$77.02 - $78.58 $294K - $300K
177K $13.6M
LLY
Eli Lilly & CO

Healthcare
65
+ 18.16%
$727.2 - $932.06 $47.3K - $60.6K
423 $326K
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 6.07%
$385.02 - $431.37 $14.2K - $16K
647 $251K
Dimensional ETF Trust
25.9K
+ 15.18%
N/A
197K $0
Manager Directed Portfolios
2.4K
+ 2.56%
N/A
96.1K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
7.35K
New
N/A
7.35K $0
DFSB
Dimensional ETF Tr Dimensional
1.78K
+ 26.4%
N/A
8.5K $0
Moog Inc
2.16K
New
N/A
2.16K $0
DFSU
Dimensional ETF Tr Dimen Us Su
11.1K
+ 23.54%
N/A
58.5K $0
Dimensional ETF Trust
50.4K
+ 15.56%
N/A
374K $0
DFSI
Dimensional ETF Tr Dimen Intl
10.6K
+ 67.62%
N/A
26.3K $0
AVDV
American Centy ETF Tr Avantis

ETFs
778
+ 7.89%
$63.85 - $70.4 $49.7K - $54.8K
10.6K $692K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20
+ 0.24%
$49.79 - $51.14 $996 - $1.02K
8.22K $411K
MSFT
Microsoft Corp

Technology
28
+ 1.19%
$406.35 - $454.46 $11.4K - $12.7K
2.38K $1M
GNMA
Ishares Gnma Bond ETF

ETFs
19
+ 0.34%
$42.8 - $44.74 $813 - $850
5.6K $240K
VEA
Vanguard Ftse Developed Market

ETFs
35.3K
+ 10.28%
$47.57 - $52.44 $1.68M - $1.85M
379K $18.1M
AVSE
American Centy ETF Tr Avantis

ETFs
4
+ 0.07%
$50.47 - $56.52 $202 - $226
5.6K $282K
AVEM
American Centy ETF Tr Avantis

ETFs
1.33K
+ 2.17%
$58.59 - $66.14 $77.7K - $87.7K
62.4K $3.67M
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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