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Dimensional Etf Trust Inflation Prote shares owned by Level Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust Inflation Prote (DFIP) shares owned by Level Financial Advisors from 13F filings

Historical chart of Level Financial Advisors investment in Dimensional Etf Trust Inflation Prote

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Inflation Prote held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust Inflation Prote by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 79k 41.25
2023-12-31 $1.4M 34k 41.28
2023-09-30 $705k 18k 39.77
2023-06-30 $383k 9.3k 41.31
2023-03-31 $14k 328 42.83

More positions owned by Level Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Level Financial Advisors

Top funds holding Dimensional Etf Trust Inflation Prote

Heirloom Wealth Management
Hill Investment Group Partners
CPA Asset Management
Larson Financial Group
Rather & Kittrell
Market Street Wealth Management Advisors
Five Oceans Advisors
Leading Edge Financial Planning
Austin Wealth Management
Core Wealth Management
Sensible Financial Planning & Management
Geometric Wealth Advisors
Apella Capital
BetterWealth
Physician Wealth Solutions

View all funds holding Dimensional Etf Trust Inflation Prote