Next Level Wealth Planning, LLC Dimensional ETF Tr Transaction History

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 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 469,295 shares of DFAI stock, worth $17.1 Million. This represents 10.39% of its overall portfolio holdings.

Number of Shares
469,295
Previous 397,289 18.12%
Holding current value
$17.1 Million
Previous $12.4 Billion 30.76%
% of portfolio
10.39%
Previous 9.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$28.02 - $34.71 $2.02 Million - $2.5 Million
72,006 Added 18.12%
469,295 $16.2 Billion
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
693
Shares Held
258M
Call Options Held
0
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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