Level Financial Advisors, Inc. Purchases in Q3 2024

Level Financial Advisors, Inc.

  • $243 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.26K
New
$207.23 - $234.82 $1.92M - $2.18M
9.26K $2.16M
DUHP
Dimensional ETF Tr Dimensional

ETFs
45.3K
+ 15.87%
$30.74 - $34.07 $1.39M - $1.54M
331K $11.3M
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 4.95%
$47.6 - $53.31 $771K - $864K
343K $18.1M
VGSH
Vanguard

ETFs
14.1K
+ 3.77%
$57.74 - $59.13 $815K - $835K
389K $23M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11K
+ 6.78%
$76.38 - $78.87 $838K - $865K
173K $13.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.5K
+ 22.59%
$25.21 - $28.46 $843K - $952K
182K $5.11M
DFIP
Dimensional ETF Tr Inflation P

ETFs
20.9K
+ 18.71%
$40.69 - $42.46 $851K - $888K
133K $5.61M
DFIS
Dimensional ETF Tr Dimensional

ETFs
26.6K
+ 28.97%
$24.06 - $26.97 $640K - $718K
118K $3.18M
BNDX
Vanguard Total International B

ETFs
15.3K
+ 21.37%
$48.42 - $50.35 $743K - $773K
87.2K $4.38M
VUG
Vanguard Growth ETF

ETFs
1.91K
+ 38.39%
$341.08 - $391.94 $650K - $747K
6.87K $2.64M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.29K
+ 5.4%
$44.9 - $47.55 $417K - $442K
181K $8.55M
DFSV
Dimensional ETF Tr Dimensional

ETFs
16.2K
+ 29.64%
$28.25 - $31.7 $458K - $514K
70.9K $2.18M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.61K
+ 2.48%
$76.94 - $79.54 $278K - $287K
149K $11.8M
AMZN
Amazon Com Inc

Consumer Cyclical
2.92K
New
$161.02 - $200.0 $470K - $584K
2.92K $543K
GOOGL
Alphabet Inc.

Communication Services
2.83K
New
$148.65 - $191.18 $420K - $541K
2.83K $469K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.15K
+ 69.68%
$74.26 - $78.84 $382K - $406K
12.5K $982K
AVEM
American Centy ETF Tr Avantis

ETFs
3.41K
+ 5.91%
$57.2 - $65.59 $195K - $223K
61.1K $3.94M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.82K
+ 4.99%
$41.95 - $43.42 $244K - $253K
122K $5.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.2K
+ 9.37%
$41.9 - $48.26 $176K - $203K
49K $2.35M
VTI
Vanguard Total Stock Market Et

ETFs
263
+ 1.41%
$255.18 - $283.2 $67.1K - $74.5K
18.9K $5.34M
META
Meta Platforms, Inc.

Communication Services
624
New
$453.41 - $572.44 $283K - $357K
624 $357K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.21K
+ 67.97%
$69.16 - $76.64 $291K - $323K
10.4K $782K
NFLX
Netflix Inc

Communication Services
376
New
$598.55 - $722.26 $225K - $272K
376 $266K
VB
Vanguard Small Cap ETF

ETFs
907
+ 49.54%
$214.77 - $237.72 $195K - $216K
2.74K $649K
HD
Home Depot, Inc.

Consumer Cyclical
610
New
$333.64 - $405.2 $204K - $247K
610 $247K
GOOG
Alphabet Inc.

Communication Services
1.36K
New
$149.54 - $192.66 $203K - $262K
1.36K $227K
AVUV
American Centy ETF Tr Avantis

ETFs
324
+ 1.13%
$88.24 - $99.7 $28.6K - $32.3K
29K $2.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.04K
New
$42.59 - $60.56 $172K - $245K
4.04K $204K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.19K
New
$149.02 - $167.67 $178K - $200K
1.19K $200K
REET
Ishares Global Reit ETF

ETFs
79
+ 0.15%
$23.07 - $27.17 $1.82K - $2.15K
51.9K $1.38M
AVDE
American Centy ETF Tr Avantis

ETFs
1.32K
+ 7.73%
$60.09 - $67.67 $79K - $89K
18.3K $1.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
209
+ 40.9%
$517.38 - $573.86 $108K - $120K
720 $413K
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$69.9 - $84.97 $69.9 - $85
7.02K $593K
AVDV
American Centy ETF Tr Avantis

ETFs
588
+ 6.34%
$62.52 - $71.12 $36.8K - $41.8K
9.86K $696K
DFIV
Dimensional ETF Tr

ETFs
830
+ 3.91%
$34.66 - $38.38 $28.8K - $31.9K
22.1K $840K
NYF
Ishares New York Muni Bond ETF

ETFs
627
+ 1.57%
$53.13 - $54.36 $33.3K - $34.1K
40.5K $2.2M
MTB
M&T Bank Corp

Financial Services
22
+ 1.26%
$146.49 - $179.85 $3.22K - $3.96K
1.77K $315K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
8
+ 0.06%
$61.6 - $65.13 $493 - $521
13.6K $883K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
36
+ 0.08%
$48.06 - $49.39 $1.73K - $1.78K
45.7K $2.25M
GNMA
Ishares Gnma Bond ETF

ETFs
6
+ 0.11%
$42.68 - $45.25 $256 - $272
5.58K $249K
Dimensional ETF Trust
76.1K
+ 80.26%
N/A
171K $0
Dimensional ETF Trust
48.7K
+ 17.67%
N/A
324K $0
DFSU
Dimensional ETF Tr Dimen Us Su
8.28K
+ 21.19%
N/A
47.3K $0
DFSI
Dimensional ETF Tr Dimen Intl
904
+ 6.11%
N/A
15.7K $0
Activity Summary
Buys All Purchases 45 New Holdings 9 Increased Positions 36 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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