Level Financial Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 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 163,027 shares of DFIP stock, worth $6.75 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
163,027
Previous 132,750
22.81%
Holding current value
$6.75 Million
Previous $5.61 Million
17.61%
% of portfolio
2.62%
Previous 2.31%
Shares
8 transactions
Others Institutions Holding DFIP
# of Institutions
132Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.5 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.2 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.7 Million3.46% of portfolio