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

Level Financial Advisors, Inc.

  • $210 Million
  • Q1 2024

A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 65,753 shares of DFIS stock, worth $1.65 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
65,753
Previous 27,990 134.92%
Holding current value
$1.65 Million
Previous $676,000 143.64%
% of portfolio
0.78%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$23.13 - $25.1 $873,458 - $947,851
37,763 Added 134.92%
65,753 $1.65 Million
Q4 2023

Jan 22, 2024
BUY
$20.55 - $24.23 $279,788 - $329,891
13,615 Added 94.71%
27,990 $676,000
Q3 2023

Oct 18, 2023
BUY
$21.81 - $23.89 $75,288 - $82,468
3,452 Added 31.6%
14,375 $315,000
Q2 2023

Jul 14, 2023
BUY
$22.26 - $23.55 $161,830 - $171,208
7,270 Added 199.01%
10,923 $249,000
Q1 2023

Apr 10, 2023
BUY
$21.65 - $23.87 $75,233 - $82,948
3,475 Added 1952.25%
3,653 $83,000
Q4 2022

Jan 23, 2023
BUY
$19.82 - $22.14 $3,527 - $3,940
178 New
178 $0

Others Institutions Holding DFIS

# of Institutions
171
Shares Held
48.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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