Level Financial Advisors, Inc. Reduced Holdings in Q1 2025

Level Financial Advisors, Inc.

  • $271 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-23
- 0.03%
$507.05 - $563.67 $11.7K - $13K
90.4K $46.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-477
- 0.66%
$50.44 - $58.1 $24.1K - $27.7K
72K $3.71M
VTI
Vanguard Total Stock Market Et

ETFs
-25
- 0.13%
$271.18 - $303.12 $6.78K - $7.58K
18.9K $5.18M
AAPL
Apple Inc.

Technology
-143
- 1.59%
$209.68 - $247.1 $30K - $35.3K
8.84K $1.96M
AMZN
Amazon Com Inc

Consumer Cyclical
-754
- 20.9%
$190.26 - $242.06 $143K - $183K
2.85K $542K
IWC
Russell Micro Cap ETF

ETFs
-67
- 0.66%
$110.91 - $133.46 $7.43K - $8.94K
10.1K $1.14M
NYF
Ishares New York Muni Bond ETF

ETFs
-2.46K
- 6.45%
$52.33 - $53.92 $129K - $132K
35.6K $1.87M
GOOGL
Alphabet Inc.

Communication Services
-111
- 3.9%
$154.33 - $206.19 $17.1K - $22.9K
2.74K $422K
VBR
Vanguard Small Cap Value ETF

ETFs
-206
- 3.31%
$183.02 - $207.75 $37.7K - $42.8K
6.01K $1.12M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.3K
- 6.74%
$110.75 - $119.78 $144K - $156K
18K $2.09M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.45K
- 7.23%
$73.78 - $76.59 $107K - $111K
18.6K $1.42M
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 7.57%
$347.25 - $424.87 $17K - $20.8K
598 $219K
REET
Ishares Global Reit ETF

ETFs
-1.47K
- 2.88%
$23.24 - $25.16 $34.2K - $37K
49.5K $1.19M
META
Meta Platforms, Inc.

Communication Services
-28
- 3.49%
$576.36 - $736.67 $16.1K - $20.6K
774 $446K
DFAE
Dimensional ETF Tr

ETFs
-3.62K
- 3.22%
$24.64 - $26.86 $89.2K - $97.3K
109K $2.83M
MTB
M&T Bank Corp

Financial Services
-27
- 1.52%
$170.47 - $201.98 $4.6K - $5.45K
1.74K $311K
NEE
Nextera Energy Inc

Utilities
-111
- 1.62%
$66.96 - $76.16 $7.43K - $8.45K
6.75K $478K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-120
- 0.06%
$39.96 - $43.3 $4.8K - $5.2K
200K $8.18M
DFSU
Dimensional ETF Tr Dimen Us Su
-490
- 0.84%
N/A
58K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-67
- 0.52%
$22.42 - $23.22 $1.5K - $1.56K
12.9K $297K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-275
- 0.74%
$24.6 - $24.99 $6.77K - $6.87K
37K $924K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.02K
- 2.49%
$48.43 - $49.9 $49.3K - $50.7K
39.9K $1.99M
AVDV
American Centy ETF Tr Avantis

ETFs
-87
- 0.82%
$63.74 - $71.96 $5.55K - $6.26K
10.5K $743K
DFIV
Dimensional ETF Tr

ETFs
-73
- 0.34%
$35.33 - $40.77 $2.58K - $2.98K
21.1K $838K
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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