LFA

Level Financial Advisors Portfolio holdings

AUM $355M
1-Year Est. Return 8.47%
This Quarter Est. Return
1 Year Est. Return
+8.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.16M
3
+$1.54M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.4M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$942K

Top Sells

1
+$846K
2
+$430K
3
+$207K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$155K
5
MSFT icon
Microsoft
MSFT
+$153K

Sector Composition

1 Technology 1.21%
2 Energy 0.74%
3 Financials 0.51%
4 Communication Services 0.5%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.9%
49,019
+4,201
27
$2.25M 0.86%
45,698
+36
28
$2.2M 0.84%
40,505
+627
29
$2.18M 0.83%
70,922
+16,217
30
$2.16M 0.82%
+9,263
31
$1.93M 0.74%
16,489
32
$1.92M 0.73%
10,721
-708
33
$1.76M 0.67%
47,341
+8,277
34
$1.39M 0.53%
11,241
-594
35
$1.38M 0.53%
51,880
+79
36
$1.27M 0.48%
6,328
-246
37
$1.23M 0.47%
18,320
+1,315
38
$1.04M 0.4%
93,720
-5,689
39
$1.01M 0.39%
2,352
-355
40
$983K 0.38%
12,541
+5,150
41
$883K 0.34%
13,616
+8
42
$840K 0.32%
22,062
+830
43
$782K 0.3%
10,409
+4,212
44
$763K 0.29%
9,067
-35
45
$734K 0.28%
29,191
-1,199
46
$697K 0.27%
9,857
+588
47
$668K 0.25%
1,451
-40
48
$649K 0.25%
2,738
+907
49
$594K 0.23%
7,023
+1
50
$571K 0.22%
4,523
1
2
3 4