Level Financial Advisors, Inc. Incresed Positions in Q3 2025

Level Financial Advisors, Inc.

  • $327 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIP
Dimensional ETF Tr Inflation P

ETFs
85.1K
+ 42.66%
$41.6 - $42.66 $3.54M - $3.63M
285K $12M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
40.8K
+ 14.93%
$29.55 - $32.52 $1.2M - $1.33M
314K $10.1M
VEA
Vanguard Ftse Developed Market

ETFs
9.08K
+ 2.26%
$56.02 - $60.3 $508K - $547K
411K $24.6M
VGSH
Vanguard

ETFs
27.2K
+ 6.48%
$58.43 - $58.88 $1.59M - $1.6M
446K $26.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21.5K
+ 5.9%
$35.76 - $37.93 $767K - $814K
385K $14.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
35.4K
+ 17.96%
$29.65 - $31.77 $1.05M - $1.13M
233K $7.36M
VUG
Vanguard Growth ETF

ETFs
1.32K
+ 7.68%
$433.97 - $484.08 $571K - $637K
18.5K $8.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.71K
+ 9.63%
$49.43 - $54.52 $381K - $420K
87.8K $4.75M
AVSC
American Centy ETF Tr Avantis
7.12K
+ 10.73%
$51.33 - $58.63 $365K - $417K
73.4K $4.21M
DFSV
Dimensional ETF Tr Dimensional

ETFs
15.5K
+ 16.71%
$29.2 - $32.74 $453K - $508K
108K $3.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.99K
+ 4.96%
$78.96 - $80.04 $631K - $639K
169K $13.5M
VTV
Vanguard Value ETF

ETFs
1.19K
+ 2.64%
$175.51 - $186.57 $209K - $222K
46.2K $8.62M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.4K
+ 5.04%
$45.72 - $47.27 $478K - $494K
218K $10.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.24K
+ 2.73%
$78.11 - $79.07 $409K - $414K
197K $15.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 64.64%
$282.78 - $316.06 $316K - $353K
2.85K $897K
AVRE
American Centy ETF Tr Avantis
6.99K
+ 4.45%
$43.53 - $45.34 $304K - $317K
164K $7.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
618
+ 0.88%
$53.36 - $59.69 $33K - $36.9K
70.7K $4.12M
DFAE
Dimensional ETF Tr

ETFs
2.56K
+ 2.63%
$28.84 - $31.84 $73.9K - $81.6K
100K $3.15M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.46K
+ 7.39%
$67.48 - $71.55 $233K - $247K
50.2K $3.56M
IWC
Russell Micro Cap ETF

ETFs
603
+ 6.44%
$127.86 - $151.39 $77.1K - $91.3K
9.97K $1.49M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.22K
+ 13.92%
$76.16 - $78.59 $245K - $253K
26.3K $2.05M
VB
Vanguard Small Cap ETF

ETFs
364
+ 5.25%
$237.58 - $259.17 $86.5K - $94.3K
7.29K $1.85M
GOOGL
Alphabet Inc.

Communication Services
38
+ 1.39%
$174.36 - $254.72 $6.63K - $9.68K
2.78K $674K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.43K
+ 3.07%
$42.75 - $43.37 $147K - $149K
115K $5M
CVX
Chevron Corp

Energy
814
+ 51.62%
$145.57 - $161.83 $118K - $132K
2.39K $371K
REET
Ishares Global Reit ETF

ETFs
2.88K
+ 6.88%
$24.45 - $25.91 $70.3K - $74.5K
44.7K $1.14M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.37K
+ 7.71%
$62.49 - $64.56 $85.7K - $88.6K
19.2K $1.23M
DFIV
Dimensional ETF Tr

ETFs
80
+ 0.38%
$42.66 - $46.53 $3.41K - $3.72K
21.1K $971K
AVLV
American Centy ETF Tr Avantis
509
+ 7.79%
$68.33 - $72.69 $34.8K - $37K
7.05K $509K
MSFT
Microsoft Corp

Technology
8
+ 0.3%
$491.09 - $535.64 $3.93K - $4.29K
2.69K $1.39M
IBM
International Business Machines Corp

Technology
199
+ 25.45%
$234.77 - $292.47 $46.7K - $58.2K
981 $276K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.06%
$135.0 - $146.02 $270 - $292
3.31K $482K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.17%
$357.4 - $423.42 $357 - $423
601 $243K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
311
+ 6.97%
$48.5 - $50.19 $15.1K - $15.6K
4.77K $238K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
117
+ 0.31%
$49.78 - $50.75 $5.82K - $5.94K
38.5K $1.95M
DFSU
Dimensional ETF Tr Dimen Us Su
5.84K
+ 9.46%
N/A
67.6K $0
Dimensional ETF Trust
25.8K
+ 11.83%
N/A
244K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
235
+ 2.94%
N/A
8.23K $0
DFSB
Dimensional ETF Tr Dimensional
383
+ 4.65%
N/A
8.62K $0
Dimensional ETF Trust
42.4K
+ 9.92%
N/A
469K $0
PG
Procter & Gamble CO

Consumer Defensive
191
+ 0.52%
$150.47 - $161.22 $28.7K - $30.8K
36.7K $5.63M
Activity Summary
Buys All Purchases 46 New Holdings 4 Increased Positions 42 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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