Level Financial Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 132,750 shares of DFIP stock, worth $5.37 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

132,750

Previous 111,828 18.71%

Holding current value

$5.37 Million

Previous $4.57 Million 22.94%

% of portfolio

2.31%

Previous 2.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$40.69 - $42.46 $851,316 - $888,348	20,922 Added 18.71%	132,750 $5.61 Million
Q2 2024 Jul 23, 2024	BUY	$40.31 - $41.37 $1.32 Million - $1.36 Million	32,768 Added 41.45%	111,828 $4.57 Million
Q1 2024 Apr 19, 2024	BUY	$40.58 - $41.54 $1.81 Million - $1.86 Million	44,710 Added 130.16%	79,060 $3.26 Million
Q4 2023 Jan 22, 2024	BUY	$39.16 - $41.47 $650,525 - $688,899	16,612 Added 93.65%	34,350 $1.42 Million
Q3 2023 Oct 18, 2023	BUY	$39.65 - $41.67 $335,637 - $352,736	8,465 Added 91.29%	17,738 $705,000
Q2 2023 Jul 14, 2023	BUY	$41.16 - $43.19 $368,176 - $386,334	8,945 Added 2727.13%	9,273 $383,000
Q1 2023 Apr 10, 2023	BUY	$40.93 - $42.83 $13,425 - $14,048	328 New	328 $14,000

Others Institutions Holding DFIP

# of Institutions

115

Shares Held

12.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
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Level Financial Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History