Level Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Level Financial Advisors, Inc.
- $327 Million
- Q3 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 8,624 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,624
Previous 8,241
4.65%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFSB
# of Institutions
100Shares Held
7.52MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.1MShares$016.79% of portfolio
-
Maseco LLP London,1.46MShares$02.9% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA487KShares$00.0% of portfolio
-
Passive Capital Management, Llc. Baltimore, MD376KShares$03.98% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio