Level Financial Advisors DFUV holdings history
DIMENSIONAL US MARKETWIDE VA · CUSIP 25434V724 · CIK 1871734
As of 2026-06-30, Level Financial Advisors reported 190.21K DFUV (shares), valued at $10.46M, or 2.34% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 1.53%; reported value increased 11.78%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.34% | 190,210 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 2.39% | 193,167 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | 2.40% | 194,861 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 2.49% | 197,843 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 2.63% | 199,691 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 2.80% | 200,088 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 3.01% | 200,208 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 3.22% | 202,205 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 3.50% | 205,928 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 3.87% | 208,713 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 3.84% | 208,959 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 4.05% | 213,016 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.05% | 213,016 | $7.25M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 3.84% | 208,959 | $7.78M | Shares decreased 1.90%; reported value increased 7.32%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 3.87% | 208,713 | $8.54M | Shares decreased 0.12%; reported value increased 9.76%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 3.50% | 205,928 | $8.09M | Shares decreased 1.33%; reported value decreased 5.27%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 3.22% | 202,205 | $8.43M | Shares decreased 1.81%; reported value increased 4.24%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 3.01% | 200,208 | $8.19M | Shares decreased 0.99%; reported value decreased 2.82%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 2.80% | 200,088 | $8.25M | Shares decreased 0.06%; reported value increased 0.65%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 2.63% | 199,691 | $8.44M | Shares decreased 0.20%; reported value increased 2.39%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 2.49% | 197,843 | $8.84M | Shares decreased 0.93%; reported value increased 4.72%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 2.40% | 194,861 | $9.08M | Shares decreased 1.51%; reported value increased 2.68%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 2.39% | 193,167 | $9.36M | Shares decreased 0.87%; reported value increased 3.11%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 2.34% | 190,210 | $10.46M | Shares decreased 1.53%; reported value increased 11.78%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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