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 108,269 shares of DFSV stock, worth $3.43 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
108,269
Previous 92,765
16.71%
Holding current value
$3.43 Million
Previous $2.73 Million
26.26%
% of portfolio
1.06%
Previous 0.92%
Shares
11 transactions
Others Institutions Holding DFSV
# of Institutions
481Shares Held
131MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$206 Million2.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$110 Million0.18% of portfolio