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

Level Financial Advisors, Inc.

$271 Million
Q1 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 8,834 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,834

Previous 8,504 3.88%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	N/A	330 Added 3.88%	8,834 $0
Q4 2024 Jan 22, 2025	BUY	N/A	1,776 Added 26.4%	8,504 $0
Q3 2024 Oct 10, 2024	SELL	N/A	-218 Reduced 3.14%	6,728 $0
Q2 2024 Jul 23, 2024	BUY	N/A	956 Added 15.96%	6,946 $0
Q1 2024 Apr 19, 2024	BUY	N/A	1,623 Added 37.17%	5,990 $0
Q4 2023 Jan 22, 2024	BUY	N/A	380 Added 9.53%	4,367 $0
Q3 2023 Oct 18, 2023	BUY	N/A	2,837 Added 246.7%	3,987 $0
Q2 2023 Jul 14, 2023	BUY	N/A	1,150 New	1,150 $0

Others Institutions Holding DFSB

# of Institutions

Shares Held

5.61M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSB

More about DFSB

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 Dimensional Transaction History