Level Financial Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History
Level Financial Advisors, Inc.
- $297 Million
- Q2 2025
A detailed history of Level Financial Advisors, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 199,579 shares of DFIP stock, worth $8.41 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
199,579
Previous 187,253
6.58%
Holding current value
$8.41 Million
Previous $7.86 Million
6.13%
% of portfolio
2.8%
Previous 2.9%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.6 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.6 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.3 Million4.64% of portfolio