Next Level Wealth Planning, LLC Dimensional ETF Tr Transaction History

Next Level Wealth Planning, LLC

  • $132 Billion
  • Q1 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 397,289 shares of DFAI stock, worth $13.6 Million. This represents 9.4% of its overall portfolio holdings.

Number of Shares
397,289
Previous 325,038 22.23%
Holding current value
$13.6 Million
Previous $9.49 Billion 30.73%
% of portfolio
9.4%
Previous 7.47%

Shares

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

May 06, 2025
BUY
$28.88 - $32.4 $2.09 Million - $2.34 Million
72,251 Added 22.23%
397,289 $12.4 Billion
Q4 2024

Jan 30, 2025
BUY
$29.0 - $31.6 $9.43 Million - $10.3 Million
325,038 New
325,038 $9.49 Billion

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
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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