Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Level Financial Advisors, Inc.

$218 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	SELL	$24.88 - $28.69 $99 - $114	-4 Reduced 0.67%	597 $17,000
Q3 2023 Oct 18, 2023	SELL	$26.0 - $28.17 $962 - $1,042	-37 Reduced 5.8%	601 $15,000
Q2 2023 Jul 14, 2023	SELL	$26.46 - $28.05 $1,508 - $1,598	-57 Reduced 8.2%	638 $17,000
Q1 2023 Apr 10, 2023	BUY	$25.21 - $27.45 $1,008 - $1,098	40 Added 6.11%	695 $18,000
Q4 2022 Jan 23, 2023	SELL	$21.47 - $25.85 $165,404 - $199,148	-7,704 Reduced 92.16%	655 $0
Q3 2022 Oct 18, 2022	BUY	$21.44 - $25.78 $22,983 - $27,636	1,072 Added 14.71%	8,359 $180,000
Q2 2022 Aug 10, 2022	BUY	$23.87 - $28.49 $170,240 - $203,190	7,132 Added 4601.29%	7,287 $176,000
Q4 2021 Jan 20, 2022	BUY	$28.27 - $30.4 $4,381 - $4,712	155 New	155 $5,000

Others Institutions Holding DFAI

# of Institutions

520

Shares Held

159M

Call Options Held

400

Put Options Held

0

About DIMENSIONAL ETF TR

Ticker DFAI
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