Number of Shares
197,207.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
1.83%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
23.08%

Level Financial Advisors's Dimensional International Small Cap ETF Holding Summary

As of 2025-06-30, Level Financial Advisors held 197,207.00 shares of Dimensional International Small Cap ETF(DFIS), totaling $5.88 Mil. This investment constitutes 1.83% of their stock portfolio, and Level Financial Advisors now holds 0.19% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.

The initial trade took place in 2022Q4. And since then Level Financial Advisors has made 11 purchases of DFIS, at an average price of $25.03, for a total of 197,207.00 shares. Based on historical transaction data and DFIS's current price of $30.81, Level Financial Advisors's estimated gain on his DFIS holdings is $1.14 Mil, reflecting a 23.08% gain to date.

Level Financial Advisors DFIS ($30.81) Holding Chart

Level Financial Advisors DFIS ($30.81) 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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