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
76
– –
-1,037
1 2 3
4