Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

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 21,200 shares of DFIV stock, worth $816,624. This represents 0.3% of its overall portfolio holdings.

Number of Shares

21,200

Previous 22,062 3.91%

Holding current value

$816,624

Previous $840,000 10.6%

% of portfolio

0.3%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

616

Shares Held

213M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

Level Financial Advisors, Inc. Dimensional ETF Tr Transaction History