Ownership history in Level Financial Advisors Β· 12 quarters on record
This page tracks every 13F SEC filing in which Level Financial Advisors reported a position in DIMENSIONAL ETF TRUST (DFGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Level Financial Advisors underperformed the S&P 500 by β13.2% annually on this DFGR position. Timing score: 45% (5/11 decisions correct). Average cost basis: $24.63. Maximum drawdown during holding period: β9.8%.
β Significantly underperformed the S&P 500 by 13.2% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $20.51 (2023 Q3) Β· Worst: $27.20 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 0 trims. Bought during 6 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.7% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.