Level Financial Advisors DFIP Holdings History
Level Financial Advisors's Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 199,579.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $8.34 Mil. This investment constitutes 2.6% of their stock portfolio, and Level Financial Advisors now holds 0.89% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2023Q1. And since then Level Financial Advisors has made 10 purchases of DFIP, at an average price of $41.10, for a total of 199,579.00 shares. Based on historical transaction data and DFIP's current price of $41.72, Level Financial Advisors's estimated gain on his DFIP holdings is $123,055.76, reflecting a 1.50% gain to date.
Level Financial Advisors DFIP ($41.72) Holding Chart
Level Financial Advisors DFIP ($41.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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