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Dimensional Etf Trust shares owned by Level Financial Advisors

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

Historical chart of Level Financial Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust 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 by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 113k 25.49
2023-12-31 $960k 38k 24.96
2023-09-30 $463k 20k 23.31
2023-06-30 $417k 17k 24.05
2023-03-31 $76k 3.2k 23.59

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

Forum Financial Management
CI Private Wealth
Truepoint
HighTower Advisors
Parcion Private Wealth
Buckingham Asset Management
Buckingham Strategic Partners
Evensky & Katz
Asset Dedication
Carlson Capital Management
BKD Wealth Advisors
Jane Street
RW Investment Management
Hill Investment Group Partners
Total Wealth Planning

View all funds holding Dimensional Etf Trust