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.
| 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 |
| 2024 Q4 | ADDED | 163,027 | +30,277 | +22.8% | 2.42% | $6.6M | $38.64 |
| 2024 Q3 | ADDED | 132,750 | +20,922 | +18.7% | 2.14% | $5.6M | $39.96 |
| 2024 Q2 | ADDED | 111,828 | +32,768 | +41.4% | 1.98% | $4.6M | $38.28 |
| 2024 Q1 | ADDED | 79,060 | +44,710 | +130.2% | 1.48% | $3.3M | $37.96 |
| 2023 Q4 | ADDED | 34,350 | +16,612 | +93.7% | 0.70% | $1.4M | $37.98 |
| 2023 Q3 | ADDED | 17,738 | +8,465 | +91.3% | 0.39% | $705K | $36.22 |
As of 2025 Q4 — sorted by position size