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

Level Financial Advisors, Inc.

$243 Million
Q3 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 202,205 shares of DFUV stock, worth $8.69 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

202,205

Previous 205,928 1.81%

Holding current value

$8.69 Million

Previous $8.09 Million 4.24%

% of portfolio

3.46%

Previous 3.71%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

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