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

Level Financial Advisors, Inc.

  • $252 Million
  • Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 200,208 shares of DFUV stock, worth $8.19 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares
200,208
Previous 202,205 0.99%
Holding current value
$8.19 Million
Previous $8.43 Million 2.81%
% of portfolio
3.26%
Previous 3.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$40.38 - $44.35 $80,638 - $88,566
-1,997 Reduced 0.99%
200,208 $8.19 Million
Q3 2024

Oct 10, 2024
SELL
$38.51 - $41.69 $143,372 - $155,211
-3,723 Reduced 1.81%
202,205 $8.43 Million
Q2 2024

Jul 23, 2024
SELL
$38.53 - $40.76 $107,306 - $113,516
-2,785 Reduced 1.33%
205,928 $8.09 Million
Q1 2024

Apr 19, 2024
SELL
$36.22 - $40.9 $8,910 - $10,061
-246 Reduced 0.12%
208,713 $8.54 Million
Q4 2023

Jan 22, 2024
SELL
$31.85 - $37.39 $129,215 - $151,691
-4,057 Reduced 1.9%
208,959 $7.78 Million
Q3 2023

Oct 18, 2023
BUY
$33.83 - $36.19 $75,068 - $80,305
2,219 Added 1.05%
213,016 $7.25 Million
Q2 2023

Jul 14, 2023
SELL
$32.32 - $34.5 $206,104 - $220,006
-6,377 Reduced 2.94%
210,797 $7.27 Million
Q1 2023

Apr 10, 2023
SELL
$31.9 - $35.83 $41,278 - $46,364
-1,294 Reduced 0.59%
217,174 $7.27 Million
Q4 2022

Jan 23, 2023
SELL
$30.23 - $35.36 $100,605 - $117,678
-3,328 Reduced 1.5%
218,468 $0
Q3 2022

Oct 18, 2022
SELL
$29.6 - $34.78 $49,580 - $58,256
-1,675 Reduced 0.75%
221,796 $6.57 Million
Q2 2022

Aug 10, 2022
BUY
$30.92 - $35.31 $6.91 Million - $7.89 Million
223,471 New
223,471 $7.06 Million

Others Institutions Holding DFUV

# of Institutions
709
Shares Held
275M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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