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 62,659 shares of DFAI stock, worth $2.03 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
62,659
Previous 64,114 2.27%
Holding current value
$2.03 Million
Previous $1.87 Billion 4.53%
% of portfolio
1.28%
Previous 1.32%

Shares

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

Apr 28, 2025
SELL
$28.88 - $32.4 $42,020 - $47,142
-1,455 Reduced 2.27%
62,659 $1.96 Billion
Q4 2024

Jan 24, 2025
BUY
$29.0 - $31.6 $1.86 Million - $2.03 Million
64,114 New
64,114 $1.87 Billion

Others Institutions Holding DFAI

# of Institutions
630
Shares Held
235M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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