Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Level Financial Advisors, Inc.

$218 Million
Q2 2024

A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 130,642 shares of DFAE stock, worth $3.61 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

130,642

Previous 138,417 5.62%

Holding current value

$3.61 Million

Previous $3.42 Million 1.23%

% of portfolio

1.55%

Previous 1.63%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$24.03 - $26.3 $186,833 - $204,482	-7,775 Reduced 5.62%	130,642 $3.38 Million
Q1 2024 Apr 19, 2024	SELL	$22.74 - $24.88 $255,301 - $279,327	-11,227 Reduced 7.5%	138,417 $3.42 Million
Q4 2023 Jan 22, 2024	BUY	$21.63 - $24.11 $102,093 - $113,799	4,720 Added 3.26%	149,644 $3.61 Million
Q3 2023 Oct 18, 2023	BUY	$22.43 - $24.83 $78,751 - $87,178	3,511 Added 2.48%	144,924 $3.27 Million
Q2 2023 Jul 14, 2023	BUY	$22.38 - $24.3 $140,009 - $152,020	6,256 Added 4.63%	141,413 $3.32 Million
Q1 2023 Apr 10, 2023	BUY	$21.78 - $24.36 $556,566 - $622,495	25,554 Added 23.32%	135,157 $3.11 Million
Q4 2022 Jan 23, 2023	BUY	$19.67 - $22.73 $482,465 - $557,521	24,528 Added 28.83%	109,603 $0
Q3 2022 Oct 18, 2022	BUY	$20.09 - $23.68 $652,904 - $769,576	32,499 Added 61.81%	85,075 $1.71 Million
Q2 2022 Aug 10, 2022	BUY	$22.9 - $27.06 $94,645 - $111,838	4,133 Added 8.53%	52,576 $1.22 Million
Q1 2022 Apr 08, 2022	BUY	$24.29 - $28.31 $457,793 - $533,558	18,847 Added 63.68%	48,443 $1.27 Million
Q4 2021 Jan 20, 2022	BUY	$26.45 - $28.31 $782,814 - $837,862	29,596 New	29,596 $810,000

Others Institutions Holding DFAE

# of Institutions

455

Shares Held

127M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History