DFIP — DIMENSIONAL ETF TRUST

Ownership history in Level Financial Advisors  ·  12 quarters on record

This page tracks every 13F SEC filing in which Level Financial Advisors reported a position in DIMENSIONAL ETF TRUST (DFIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.52% (2025 Q4)
Avg. % of fund
1.79%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 320,062 +35,340 +12.4% 3.52% $13.3M $41.56
2025 Q3 ADDED 284,722 +85,143 +42.7% 3.39% $12.0M $41.62
2025 Q2 ADDED 199,579 +12,326 +6.6% 2.60% $8.3M $40.72
2025 Q1 ADDED 187,253 +24,226 +14.9% 2.68% $7.9M $40.37
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIP price (monthly, adj. close)

Other funds also holding DFIP

As of 2025 Q4 — sorted by position size

Heirloom Wealth Management 3Y 10.53% Physician Wealth Solutions Inc. 6.93% Yardley Wealth Management LLC 5.96% Matson Money. Inc. 3Y 7Y 4.91% Leading Edge Financial Planning LLC 3Y 4.5% Planning Center, Inc. 3Y 4.31% Fortitude Family Office, LLC 4.14% Hill Investment Group Partners, LLC 3.97% Five Oceans Advisors 3Y 3.74% McCartney Wealth Management LLC 3.53%
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