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 8,504 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,504
Previous 6,728
26.4%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFSB
# of Institutions
72Shares Held
3.95MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.08MShares$015.82% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA397KShares$00.0% of portfolio
-
Rfg Advisory, LLC Birmingham, AL236KShares$00.0% of portfolio
-
Citrine Capital LLC San Francisco, CA136KShares$05.12% of portfolio
-
Sei Investments CO Oaks, PA120KShares$00.0% of portfolio