Level Financial Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History

Level Financial Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$48.83 - $60.51 $11,572 - $14,340	-237 Reduced 16.34%	1,213 $72,000
Q2 2023 Jul 14, 2023	BUY	$49.85 - $54.8 $13,708 - $15,070	275 Added 23.4%	1,450 $79,000
Q4 2022 Jan 23, 2023	SELL	$47.77 - $54.73 $10,127 - $11,602	-212 Reduced 15.28%	1,175 $0
Q3 2022 Oct 18, 2022	SELL	$46.47 - $55.84 $11,803 - $14,183	-254 Reduced 15.48%	1,387 $65,000
Q2 2022 Jul 19, 2022	BUY	$46.65 - $56.4 $76,552 - $92,552	1,641 New	1,641 $92,000
Q1 2022 Apr 08, 2022	SELL	$53.45 - $60.82 $87,711 - $99,805	-1,641 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$56.67 - $63.93 $92,995 - $104,909	1,641 New	1,641 $98,000

689

107M

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