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

Level Financial Advisors, Inc.

$243 Million
Q3 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 330,607 shares of DUHP stock, worth $11.4 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares

330,607

Previous 285,335 15.87%

Holding current value

$11.4 Million

Previous $9.13 Million 23.4%

% of portfolio

4.63%

Previous 4.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$30.74 - $34.07 $1.39 Million - $1.54 Million	45,272 Added 15.87%	330,607 $11.3 Million
Q2 2024 Jul 23, 2024	BUY	$29.72 - $32.4 $1.4 Million - $1.53 Million	47,124 Added 19.78%	285,335 $9.13 Million
Q1 2024 Apr 19, 2024	BUY	$28.16 - $31.61 $1.87 Million - $2.09 Million	66,270 Added 38.54%	238,211 $7.53 Million
Q4 2023 Jan 22, 2024	BUY	$24.79 - $28.64 $581,474 - $671,779	23,456 Added 15.8%	171,941 $4.92 Million
Q3 2023 Oct 18, 2023	BUY	$25.64 - $27.32 $200,838 - $213,997	7,833 Added 5.57%	148,485 $3.81 Million
Q2 2023 Jul 14, 2023	BUY	$24.51 - $26.54 $401,473 - $434,725	16,380 Added 13.18%	140,652 $3.73 Million
Q1 2023 Apr 10, 2023	BUY	$23.91 - $25.61 $1.01 Million - $1.08 Million	42,042 Added 51.13%	124,272 $3.12 Million
Q4 2022 Jan 23, 2023	BUY	$21.59 - $25.35 $1.38 Million - $1.62 Million	63,885 Added 348.24%	82,230 $0
Q3 2022 Oct 18, 2022	BUY	$21.34 - $25.56 $251,193 - $300,866	11,771 Added 179.05%	18,345 $391,000
Q2 2022 Aug 10, 2022	BUY	$21.86 - $26.49 $124,995 - $151,469	5,718 Added 667.99%	6,574 $148,000
Q2 2022 Jul 19, 2022	BUY	$21.86 - $26.49 $18,712 - $22,675	856 New	856 $23,000

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

206M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
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Level Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History