Level Financial Advisors
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1871734
EAST AMHERST, NY
All Filings in DFIP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DFIP | $7,885,411 | 187,253 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 DFIP | $6,601,126 | 163,027 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 DFIP | $5,612,670 | 132,750 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 DFIP | $4,566,496 | 111,828 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 DFIP | $3,261,225 | 79,060 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 DFIP | $1,417,968 | 34,350 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 DFIP | $705,440 | 17,738 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 DFIP | $383,067 | 9,273 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 DFIP | $14,047 | 328 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||