Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Level Financial Advisors, Inc.

$271 Million
Q1 2025

A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 21,127 shares of DFIV stock, worth $897,897. This represents 0.31% of its overall portfolio holdings.

Number of Shares

21,127

Previous 21,200 0.34%

Holding current value

$897,897

Previous $751,000 11.58%

% of portfolio

0.31%

Previous 0.3%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$35.33 - $40.77 $2,579 - $2,976	-73 Reduced 0.34%	21,127 $838,000
Q4 2024 Jan 22, 2025	SELL	$34.86 - $37.97 $30,049 - $32,730	-862 Reduced 3.91%	21,200 $751,000
Q3 2024 Oct 10, 2024	BUY	$34.66 - $38.38 $28,767 - $31,855	830 Added 3.91%	22,062 $840,000
Q2 2024 Jul 23, 2024	BUY	$35.5 - $38.02 $71 - $76	2 Added 0.01%	21,232 $763,000
Q1 2024 Apr 19, 2024	SELL	$33.15 - $36.75 $828 - $918	-25 Reduced 0.12%	21,230 $780,000
Q4 2023 Jan 22, 2024	SELL	$30.86 - $34.46 $4,659 - $5,203	-151 Reduced 0.71%	21,255 $730,000
Q3 2023 Oct 18, 2023	BUY	$32.1 - $34.42 $2,407 - $2,581	75 Added 0.35%	21,406 $698,000
Q1 2023 Apr 10, 2023	SELL	$30.43 - $33.38 $44,366 - $48,668	-1,458 Reduced 6.4%	21,331 $687,000
Q4 2022 Jan 23, 2023	SELL	$25.88 - $31.1 $1,526 - $1,834	-59 Reduced 0.26%	22,789 $0
Q2 2022 Jul 19, 2022	BUY	$28.66 - $33.84 $654,823 - $773,176	22,848 New	22,848 $765,000
Q1 2022 Apr 08, 2022	SELL	$30.75 - $35.49 $702,576 - $810,875	-22,848 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$31.61 - $34.21 $722,225 - $781,630	22,848 New	22,848 $750,000

Others Institutions Holding DFIV

# of Institutions

688

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History