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 142,050 shares of DFAU stock, worth $5.39 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
142,050
Previous 148,689 4.47%
Holding current value
$5.39 Million
Previous $6.02 Billion 9.3%
% of portfolio
3.57%
Previous 4.25%

Shares

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

Apr 28, 2025
SELL
$37.84 - $42.29 $251,219 - $280,763
-6,639 Reduced 4.47%
142,050 $5.46 Billion
Q4 2024

Jan 24, 2025
BUY
$39.27 - $42.38 $5.84 Million - $6.3 Million
148,689 New
148,689 $6.02 Billion

Others Institutions Holding DFAU

# of Institutions
497
Shares Held
205M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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