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 58,222 shares of DFAI stock, worth $2.16 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
58,222
Previous 62,853 7.37%
Holding current value
$2.16 Million
Previous $2.17 Billion 2.6%
% of portfolio
1.11%
Previous 1.26%

Shares

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

Oct 23, 2025
SELL
$34.05 - $36.55 $157,685 - $169,263
-4,631 Reduced 7.37%
58,222 $2.12 Billion
Q2 2025

Jul 29, 2025
BUY
$28.02 - $34.71 $5,435 - $6,733
194 Added 0.31%
62,853 $2.17 Billion
Q1 2025

Apr 28, 2025
SELL
$28.88 - $32.4 $42,020 - $47,142
-1,455 Reduced 2.27%
62,659 $1.96 Billion
Q4 2024

Jan 24, 2025
BUY
$29.0 - $31.6 $1.86 Million - $2.03 Million
64,114 New
64,114 $1.87 Billion

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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