Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 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 112,497 shares of DFAE stock, worth $2.91 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

112,497

Previous 127,193 11.55%

Holding current value

$2.91 Million

Previous $3.49 Million 18.19%

% of portfolio

1.13%

Previous 1.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$25.36 - $28.15 $372,690 - $413,692	-14,696 Reduced 11.55%	112,497 $2.85 Million
Q3 2024 Oct 10, 2024	SELL	$24.46 - $27.82 $84,362 - $95,951	-3,449 Reduced 2.64%	127,193 $3.49 Million
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

503

Shares Held

151M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History