Level Wealth Management LLC Dimensional ETF Tr Transaction History

Level Wealth Management LLC

  • $190 Billion
  • Q3 2025

A detailed history of Level Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Level Wealth Management LLC holds 23,439 shares of DFAE stock, worth $761,767. This represents 0.39% of its overall portfolio holdings.

Number of Shares
23,439
Previous 27,404 14.47%
Holding current value
$761,767
Previous $793 Million 6.84%
% of portfolio
0.39%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$28.84 - $31.84 $114,350 - $126,245
-3,965 Reduced 14.47%
23,439 $739 Million
Q2 2025

Jul 29, 2025
SELL
$22.87 - $28.95 $2,721 - $3,445
-119 Reduced 0.43%
27,404 $793 Million
Q1 2025

Apr 28, 2025
SELL
$24.64 - $26.86 $7,909 - $8,622
-321 Reduced 1.15%
27,523 $713 Million
Q4 2024

Jan 24, 2025
BUY
$25.36 - $28.15 $706,123 - $783,808
27,844 New
27,844 $706 Million

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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