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

Level Financial Advisors, Inc.

  • $210 Million
  • Q1 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 36,009 shares of DFSV stock, worth $1.03 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
36,009
Previous 10,043 258.55%
Holding current value
$1.03 Million
Previous $292,000 270.89%
% of portfolio
0.51%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$27.45 - $30.1 $712,766 - $781,576
25,966 Added 258.55%
36,009 $1.08 Million
Q4 2023

Jan 22, 2024
BUY
$23.61 - $29.53 $134,553 - $168,291
5,699 Added 131.19%
10,043 $292,000
Q3 2023

Oct 18, 2023
BUY
$24.97 - $27.69 $41,125 - $45,605
1,647 Added 61.07%
4,344 $110,000
Q2 2023

Jul 14, 2023
BUY
$23.17 - $25.7 $47,336 - $52,505
2,043 Added 312.39%
2,697 $69,000
Q4 2022

Jan 23, 2023
BUY
$24.29 - $26.46 $15,885 - $17,304
654 New
654 $0

Others Institutions Holding DFSV

# of Institutions
298
Shares Held
72.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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