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

Level Financial Advisors, Inc.

$297 Million
Q2 2025

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 197,207 shares of DFIS stock, worth $6.04 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

197,207

Previous 171,545 14.96%

Holding current value

$6.04 Million

Previous $4.49 Million 31.13%

% of portfolio

1.98%

Previous 1.66%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$23.2 - $29.84 $595,358 - $765,754	25,662 Added 14.96%	197,207 $5.88 Million
Q1 2025 Apr 10, 2025	BUY	$23.92 - $26.89 $592,283 - $665,823	24,761 Added 16.87%	171,545 $4.49 Million
Q4 2024 Jan 22, 2025	BUY	$24.25 - $26.7 $686,881 - $756,277	28,325 Added 23.91%	146,784 $3.61 Million
Q3 2024 Oct 10, 2024	BUY	$24.06 - $26.97 $640,140 - $717,563	26,606 Added 28.97%	118,459 $3.18 Million
Q2 2024 Jul 23, 2024	BUY	$24.08 - $25.86 $628,488 - $674,946	26,100 Added 39.69%	91,853 $2.26 Million
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	$18.29 - $22.14 $3,255 - $3,940	178 New	178 $0

Others Institutions Holding DFIS

# of Institutions

260

Shares Held

85.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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