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

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 72,510 shares of DFAT stock, worth $4.21 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

72,510

Previous 73,501 1.35%

Holding current value

$4.21 Million

Previous $4.09 Million 1.3%

% of portfolio

1.6%

Previous 1.68%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$54.54 - $61.04 $54,049 - $60,490	-991 Reduced 1.35%	72,510 $4.04 Million
Q3 2024 Oct 10, 2024	SELL	$51.0 - $57.07 $79,917 - $89,428	-1,567 Reduced 2.09%	73,501 $4.09 Million
Q2 2024 Jul 23, 2024	SELL	$50.18 - $54.47 $15,054 - $16,341	-300 Reduced 0.4%	75,068 $3.89 Million
Q1 2024 Apr 19, 2024	SELL	$49.45 - $54.43 $81,444 - $89,646	-1,647 Reduced 2.14%	75,368 $4.1 Million
Q4 2023 Jan 22, 2024	SELL	$42.71 - $53.09 $60,520 - $75,228	-1,417 Reduced 1.81%	77,015 $4.03 Million
Q3 2023 Oct 18, 2023	SELL	$45.07 - $49.71 $43,537 - $48,019	-966 Reduced 1.22%	78,432 $3.58 Million
Q2 2023 Jul 14, 2023	BUY	$41.44 - $46.39 $165 - $185	4 Added 0.01%	79,398 $3.68 Million
Q1 2023 Apr 10, 2023	SELL	$42.38 - $49.75 $1,652 - $1,940	-39 Reduced 0.05%	79,394 $3.53 Million
Q4 2022 Jan 23, 2023	SELL	$40.24 - $46.91 $25,834 - $30,116	-642 Reduced 0.8%	79,433 $0
Q3 2022 Oct 18, 2022	SELL	$38.84 - $46.6 $93,099 - $111,700	-2,397 Reduced 2.91%	80,075 $3.12 Million
Q2 2022 Aug 10, 2022	SELL	$39.72 - $47.15 $73,045 - $86,708	-1,839 Reduced 2.18%	82,472 $3.32 Million
Q2 2022 Jul 19, 2022	BUY	$39.72 - $47.15 $3.35 Million - $3.98 Million	84,311 New	84,311 $3.93 Million
Q1 2022 Apr 08, 2022	SELL	$44.35 - $48.64 $3.84 Million - $4.21 Million	-86,550 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$44.48 - $49.36 $3.85 Million - $4.27 Million	86,550 New	86,550 $4.11 Million

Others Institutions Holding DFAT

# of Institutions

682

Shares Held

159M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Level Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History