Level Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 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 146,784 shares of DFIS stock, worth $3.66 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
146,784
Previous 118,459
23.91%
Holding current value
$3.66 Million
Previous $3.18 Million
13.44%
% of portfolio
1.43%
Previous 1.31%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
79.2MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$552 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$307 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$253 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$100 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64.9 Million3.04% of portfolio