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 81,292 shares of DFSV stock, worth $2.34 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
81,292
Previous 70,922
14.62%
Holding current value
$2.34 Million
Previous $2.18 Million
14.56%
% of portfolio
0.99%
Previous 0.9%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$232 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$219 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$156 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$120 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$114 Million0.19% of portfolio