Level Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Level Financial Advisors, Inc.
- $343 Million
- Q4 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 125,763 shares of DFSV stock, worth $3.95 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
125,763
Previous 108,269
16.16%
Holding current value
$3.95 Million
Previous $3.45 Million
14.53%
% of portfolio
1.15%
Previous 1.06%
Shares
12 transactions
Others Institutions Holding DFSV
# of Institutions
513Shares Held
142MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Ritholtz Wealth Management3.62MShares$114 Million2.17% of portfolio