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

Level Financial Advisors, Inc.

$243 Million
Q3 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 73,501 shares of DFAT stock, worth $4.26 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

73,501

Previous 75,068 2.09%

Holding current value

$4.26 Million

Previous $3.89 Million 5.01%

% of portfolio

1.68%

Previous 1.79%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

667

Shares Held

156M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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 U S Target Transaction History