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Level Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Level Financial Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,821
Closed -$94.4K – 123
2023
Q4 		$94.4K Hold
1,821
– – 0.05% 84
2023
Q3 		$84.8K Hold
1,821
– – 0.05% 83
2023
Q2 		$87.7K Buy
+1,821
New +$82.8K 0.05% 80

Other funds holding DFUS

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Level Financial Advisors's DFUS Position: Q1 2024 in Review

Level Financial Advisors sold out of Dimensional US Equity ETF (DFUS) in Q1 2024, closing a stake of 1,821 shares — an estimated $94.4K sold.

Level Financial Advisors first reported a position in DFUS in Q2 2023 and held it in 3 quarters. The position peaked at $94.4K in Q4 2023. 567 funds tracked by Wall St. Rank hold DFUS as of Q1 2024.

  • Level Financial Advisors reported no remaining Dimensional US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 1,821 Dimensional US Equity ETF shares in Q1 2024, an estimated $94.4K.
  • Level Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2023 and held it in 3 quarters.
  • Level Financial Advisors's Dimensional US Equity ETF position peaked at $94.4K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.