Level Financial Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
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 187,253 shares of DFIP stock, worth $7.75 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
187,253
Previous 163,027
14.86%
Holding current value
$7.75 Million
Previous $6.6 Million
19.12%
% of portfolio
2.9%
Previous 2.62%
Shares
9 transactions
Others Institutions Holding DFIP
# of Institutions
145Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.5 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio