Level Wealth Management LLC Dimensional ETF Tr Transaction History

Level Wealth Management LLC

  • $153 Billion
  • Q1 2025

A detailed history of Level Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Level Wealth Management LLC holds 27,523 shares of DFAE stock, worth $757,708. This represents 0.47% of its overall portfolio holdings.

Number of Shares
27,523
Previous 27,844 1.15%
Holding current value
$757,708
Previous $706 Million 0.87%
% of portfolio
0.47%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$24.64 - $26.86 $7,909 - $8,622
-321 Reduced 1.15%
27,523 $713 Million
Q4 2024

Jan 24, 2025
BUY
$25.36 - $28.15 $706,123 - $783,808
27,844 New
27,844 $706 Million

Others Institutions Holding DFAE

# of Institutions
565
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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