Level Financial Advisors »

Dimensional Etf Trust shares owned by Level Financial Advisors

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

Historical chart of Level Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 6.0k 51.78
2023-12-31 $227k 4.4k 51.90
2023-09-30 $199k 4.0k 49.86
2023-06-30 $59k 1.2k 51.14

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

Abacus Wealth Partners
RFG Advisory
Dimensional Fund Advisors
Quantum Financial Advisors
CI Private Wealth
Commonwealth Equity Services
Apella Capital
Citadel Advisors
FirstPurpose Wealth
BetterWealth
Modera Wealth Management
DiNuzzo Private Wealth
Creative Capital Management Investments
Concord Wealth Partners
RAM Investment Partners

View all funds holding Dimensional Etf Trust