Level Financial Advisors, Inc. Purchases in Q2 2025

Level Financial Advisors, Inc.

  • $297 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
4.57K
+ 36.36%
$329.49 - $438.4 $1.51M - $2M
17.1K $7.52M
VEA
Vanguard Ftse Developed Market

ETFs
3.73K
+ 0.94%
$45.65 - $57.01 $170K - $213K
402K $22.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
21.1K
+ 8.37%
$23.4 - $29.68 $493K - $626K
273K $8.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
25.7K
+ 14.96%
$23.2 - $29.84 $595K - $766K
197K $5.88M
VTV
Vanguard Value ETF

ETFs
6.31K
+ 16.29%
$153.67 - $176.74 $969K - $1.11M
45K $7.96M
VTI
Vanguard Total Stock Market Et

ETFs
2.43K
+ 12.81%
$243.75 - $303.93 $591K - $737K
21.4K $6.49M
BNDX
Vanguard Total International B

ETFs
24.6K
+ 20.93%
$48.77 - $49.55 $1.2M - $1.22M
142K $7.05M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.29K
+ 1.19%
$29.36 - $35.56 $126K - $152K
364K $12.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.6K
+ 6.45%
$77.74 - $78.78 $905K - $917K
192K $15.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.86K
+ 14.04%
$39.89 - $49.46 $393K - $487K
80K $3.96M
AVDE
American Centy ETF Tr Avantis

ETFs
5.51K
+ 22.14%
$59.32 - $74.36 $327K - $410K
30.4K $2.25M
VB
Vanguard Small Cap ETF

ETFs
2.01K
+ 40.75%
$193.73 - $237.37 $389K - $476K
6.93K $1.64M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.1K
+ 5.65%
$45.2 - $46.6 $501K - $516K
207K $9.6M
AVUV
American Centy ETF Tr Avantis

ETFs
4.19K
+ 16.09%
$75.17 - $91.21 $315K - $382K
30.2K $2.76M
DFIP
Dimensional ETF Tr Inflation P

ETFs
12.3K
+ 6.58%
$41.11 - $42.42 $507K - $523K
200K $8.34M
AVSC
American Centy ETF Tr Avantis
5.45K
+ 8.96%
$42.39 - $51.76 $231K - $282K
66.3K $3.42M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.54K
+ 24.49%
$75.05 - $77.34 $341K - $351K
23.1K $1.79M
MSFT
Microsoft Corp

Technology
20
+ 0.75%
$354.56 - $497.45 $7.09K - $9.95K
2.68K $1.33M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.78K
New
$46.77 - $47.89 $270K - $277K
5.78K $273K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.98K
+ 9.3%
$66.5 - $71.25 $265K - $284K
46.8K $3.25M
GE
General Electric CO

Industrials
981
New
$166.81 - $257.39 $164K - $252K
981 $252K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.27K
New
$82.51 - $109.2 $188K - $248K
2.27K $248K
IBM
International Business Machines Corp

Technology
782
New
$221.03 - $294.78 $173K - $231K
782 $230K
BA
Boeing CO

Industrials
1.08K
New
$136.59 - $217.51 $148K - $235K
1.08K $226K
TSLA
Tesla, Inc.

Consumer Cyclical
674
New
$221.86 - $362.89 $150K - $245K
674 $214K
NYF
Ishares New York Muni Bond ETF

ETFs
4.13K
+ 11.6%
$51.29 - $53.06 $212K - $219K
39.8K $2.07M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.17K
+ 0.73%
$77.94 - $79.5 $91K - $92.9K
161K $12.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
540
+ 0.59%
$24.21 - $29.47 $13.1K - $15.9K
92.8K $2.73M
AVLV
American Centy ETF Tr Avantis
1.12K
+ 20.7%
$56.85 - $68.21 $63.7K - $76.5K
6.54K $445K
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 1.4%
$167.32 - $223.3 $6.69K - $8.93K
2.89K $634K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2
+ 0.05%
$86.93 - $109.64 $174 - $219
4.23K $463K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.03%
$108.12 - $135.04 $108 - $135
3.31K $447K
AVSE
American Centy ETF Tr Avantis

ETFs
9
+ 0.16%
$45.56 - $58.63 $410 - $528
5.61K $328K
GOOG
Alphabet Inc.

Communication Services
40
+ 2.94%
$146.58 - $180.01 $5.86K - $7.2K
1.4K $248K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
175
+ 3.19%
$50.09 - $51.09 $8.77K - $8.94K
5.67K $289K
GNMA
Ishares Gnma Bond ETF

ETFs
296
+ 5.29%
$42.91 - $44.21 $12.7K - $13.1K
5.89K $258K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
275
+ 2.13%
$22.43 - $23.23 $6.17K - $6.39K
13.2K $306K
DFSE
Dimensional ETF Tr Dimen Emrgn
617
+ 8.36%
N/A
8K $0
Dimensional ETF Trust
1.95K
+ 0.9%
N/A
218K $0
Dimensional ETF Trust
15.1K
+ 3.68%
N/A
427K $0
DFSI
Dimensional ETF Tr Dimen Intl
3.35K
+ 12.48%
N/A
30.2K $0
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.33%
$335.24 - $380.78 $670 - $762
600 $219K
Manager Directed Portfolios
2.27K
+ 2.36%
N/A
98.6K $0
DFSU
Dimensional ETF Tr Dimen Us Su
3.74K
+ 6.45%
N/A
61.7K $0
CVX
Chevron Corp

Energy
1
+ 0.06%
$133.73 - $168.51 $134 - $169
1.58K $225K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 0.71%
$483.48 - $539.8 $7.25K - $8.1K
2.14K $1.04M
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$99.93 - $119.04 $99.9 - $119
11.6K $1.25M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.01%
$157.66 - $172.39 $315 - $345
36.5K $5.81M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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