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 $8.32 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
199,579
Previous 187,253
6.58%
Holding current value
$8.32 Million
Previous $7.86 Million
6.13%
% of portfolio
2.8%
Previous 2.9%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
15.8MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$149 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.8 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.4 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.9 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$30 Million4.7% of portfolio