HoldingsChannel.com
All Stocks Held By Level Financial Advisors
As of  03/31/2024, we find all stocks held by Level Financial Advisors to be as follows, presented in the table below with each row detailing each Level Financial Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-Level Financial Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Level Financial Advisors as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 96,424 -1,538 $46,351
     VOO96,424-1,538$46,351
VANGUARD SCOTTSDALE FDS (VGSH) 365,311 +32,908 $21,214
     VGSH365,311+32,908$21,214
VANGUARD TAX MANAGED FDS (VEA) 311,407 +9,158 $15,623
     VEA311,407+9,158$15,623
VANGUARD BD INDEX FDS (BSV) 160,550 +98 $12,309
     BSV160,550+98$12,309
VANGUARD SCOTTSDALE FDS (VCSH) 141,975 +17,706 $10,976
     VCSH141,975+17,706$10,976
DIMENSIONAL ETF TRUST (DFUV) 208,713 -246 $8,536
     DFUV208,713-246$8,536
DIMENSIONAL ETF TRUST (DUHP) 238,211 +66,270 $7,530
     DUHP238,211+66,270$7,530
VANGUARD SCOTTSDALE FDS (VMBS) 154,662 +20,796 $7,054
     VMBS154,662+20,796$7,054
AMERICAN CENTY ETF TR (AVRE) 156,800 -2,123 $6,629
     AVRE156,800-2,123$6,629
DIMENSIONAL ETF TRUST (DFGR) 196,237 +82,571 $5,010
     DFGR196,237+82,571$5,010
VANGUARD INDEX FDS (VTI) 18,290 -153 $4,754
     VTI18,290-153$4,754
ISHARES TR (SHYG) 110,688 +5,226 $4,710
     SHYG110,688+5,226$4,710
DIMENSIONAL ETF TRUST (DFAT) 75,368 -1,647 $4,102
     DFAT75,368-1,647$4,102
VANGUARD INDEX FDS (VTV) 22,592 -1,082 $3,679
     VTV22,592-1,082$3,679
DIMENSIONAL ETF TRUST (DFAE) 138,417 -11,227 $3,422
     DFAE138,417-11,227$3,422
AMERICAN CENTY ETF TR (AVEM) 56,326 +5,298 $3,265
     AVEM56,326+5,298$3,265
DIMENSIONAL ETF TRUST (DFIP) 79,060 +44,710 $3,261
     DFIP79,060+44,710$3,261
VANGUARD CHARLOTTE FDS (BNDX) 63,840 +5,401 $3,140
     BNDX63,840+5,401$3,140
AMERICAN CENTY ETF TR (AVUV) 31,003 -4,468 $2,905
     AVUV31,003-4,468$2,905
DIMENSIONAL ETF TRUST (DFEM) 112,654 +74,208 $2,872
     DFEM112,654+74,208$2,872
VANGUARD INTL EQUITY INDEX F (VSS) 24,195 -2,630 $2,827
     VSS24,195-2,630$2,827
VANGUARD MALVERN FDS (VTIP) 46,742 -3,542 $2,238
     VTIP46,742-3,542$2,238
ISHARES TR (NYF) 39,745 -8,072 $2,139
     NYF39,745-8,072$2,139
EXXON MOBIL CORP 16,489 UNCH $1,917
     XOM16,489UNCH$1,917
ISHARES TR (QUAL) 11,048 -139 $1,816
     QUAL11,048-139$1,816
DIMENSIONAL ETF TRUST (DFLV) 60,497 +31,712 $1,814
     DFLV60,497+31,712$1,814
VANGUARD INTL EQUITY INDEX F (VWO) 39,877 -1,625 $1,666
     VWO39,877-1,625$1,666
DIMENSIONAL ETF TRUST (DFIS) 65,753 +37,763 $1,648
     DFIS65,753+37,763$1,648
APPLE INC 8,837 -200 $1,515
     AAPL8,837-200$1,515
ISHARES TR (IWC) 12,067 -389 $1,462
     IWC12,067-389$1,462
DIMENSIONAL ETF TRUST (DFSU) 39,913 +36,976 $1,373
     DFSU39,913+36,976$1,373
AMERICAN CENTY ETF TR (AVSC) 24,940 +9,250 $1,306
     AVSC24,940+9,250$1,306
ISHARES TR (REET) 53,551 -1,825 $1,268
     REET53,551-1,825$1,268
VANGUARD INDEX FDS (VBR) 6,529 -247 $1,253
     VBR6,529-247$1,253
MICROSOFT CORP 2,766 -265 $1,164
     MSFT2,766-265$1,164
VANGUARD INDEX FDS (VUG) 3,276 +776 $1,127
     VUG3,276+776$1,127
DIMENSIONAL ETF TRUST (DFSV) 36,009 +25,966 $1,084
     DFSV36,009+25,966$1,084
AMERICAN CENTY ETF TR (AVDE) 15,537 -261 $990
     AVDE15,537-261$990
MANAGER DIRECTED PORTFOLIOS 94,254 -1,221 $924
     VGSR94,254-1,221$924
VANGUARD WORLD FD (VCEB) 12,813 -2,229 $804
     VCEB12,813-2,229$804
BERKSHIRE HATHAWAY INC DEL      $800
     BRK.B1,903UNCH$800
DIMENSIONAL ETF TRUST (DFIV) 21,230 -25 $780
     DFIV21,230-25$780
ISHARES TR (SUSB) 29,920 +1,232 $732
     SUSB29,920+1,232$732
ISHARES TR (ESGD) 9,101 -18 $727
     ESGD9,101-18$727
ALPHABET INC 4,111 -276 $620
     GOOGL4,111-276$620
AMERICAN CENTY ETF TR (AVDV) 9,375 -38 $617
     AVDV9,375-38$617
AMAZON COM INC 3,244 UNCH $585
     AMZN3,244UNCH$585
ISHARES TR (ESGU) 4,523 UNCH $520
     ESGU4,523UNCH$520
NEXTERA ENERGY INC 7,080 +1 $452
     NEE7,080+1$452
VANGUARD WORLD FD (ESGV) 4,586 -551 $427
     ESGV4,586-551$427
JPMORGAN CHASE & CO 2,023 -83 $405
     JPM2,023-83$405
VANGUARD MUN BD FDS (VTEB) 7,839 +275 $397
     VTEB7,839+275$397
NORTHROP GRUMMAN CORP 805 UNCH $385
     NOC805UNCH$385
DIMENSIONAL ETF TRUST (DFSI) 11,129 +10,616 $375
     DFSI11,129+10,616$375
NETFLIX INC 581 -64 $353
     NFLX581-64$353
NVIDIA CORPORATION 359 +50 $324
     NVDA359+50$324
ISHARES TR (ITOT) 2,733 UNCH $315
     ITOT2,733UNCH$315
DIMENSIONAL ETF TRUST (DFSB) 5,990 +1,623 $310
     DFSB5,990+1,623$310
META PLATFORMS INC 624 UNCH $303
     META624UNCH$303
ISHARES TR (SUSC) 13,194 -196 $303
     SUSC13,194-196$303
ELI LILLY & CO 378 UNCH $294
     LLY378UNCH$294
VANGUARD WORLD FD (VSGX) 4,929 UNCH $283
     VSGX4,929UNCH$283
ISHARES TR (GNMA) 6,485 -1,411 $281
     GNMA6,485-1,411$281
SPDR S&P 500 ETF TR (SPY) 511 UNCH $267
     SPY511UNCH$267
VANGUARD BD INDEX FDS (BIV) 3,487 +834 $263
     BIV3,487+834$263
GENERAL ELECTRIC CO 1,489 -1 $261
     GE1,489-1$261
AMERICAN CENTY ETF TR (AVSE) 5,230 +23 $257
     AVSE5,230+23$257
GRAYSCALE BITCOIN TR BTC 4,041 +4,041 $255
     GBTC4,041+4,041$255
VANGUARD INDEX FDS (VB) 1,024 +271 $234
     VB1,024+271$234
VANGUARD WELLINGTON FD (VTES) 2,292 UNCH $231
     VTES2,292UNCH$231
UNITED PARCEL SERVICE INC 1,400 UNCH $208
     UPS1,400UNCH$208
ALPHABET INC 1,360 -100 $207
     GOOG1,360-100$207
ABBVIE INC $0 (exited)
     ABBV0-775$0
AIRBNB INC $0 (exited)
     ABNB0-250$0
ABBOTT LABS $0 (exited)
     ABT0-851$0
AURORA CANNABIS INC $0 (exited)
     ACB0-473$0
ISHARES TR $0 (exited)
     ACWI0-353$0
AUTOMATIC DATA PROCESSING IN $0 (exited)
     ADP0UNCH$0
AMERICAN ELEC PWR CO INC $0 (exited)
     AEP0-6$0
C3 AI INC $0 (exited)
     AI0-198$0
AMERICAN INTL GROUP INC $0 (exited)
     AIG0-38$0
ALASKA AIR GROUP INC $0 (exited)
     ALK0-140$0
ADVANCED MICRO DEVICES INC $0 (exited)
     AMD0-216$0
AMGEN INC $0 (exited)
     AMGN0-174$0
ARISTA NETWORKS INC $0 (exited)
     ANET0-31$0
ISHARES TR $0 (exited)
     AOR0-25$0
AIR PRODS & CHEMS INC $0 (exited)
     APD0-264$0
180 LIFE SCIENCES CORP $0 (exited)
     ATNF0-100$0
AMERICAN CENTY ETF TR $0 (exited)
     AVLV0-2,777$0
AMERICAN CENTY ETF TR $0 (exited)
     AVSD0-80$0
AMERICAN EXPRESS CO $0 (exited)
     AXP0-105$0
BOEING CO $0 (exited)
     BA0-264$0
BANK AMERICA CORP $0 (exited)
     BAC0-1,004$0
BRANDYWINE RLTY TR $0 (exited)
     BDN0-2,222$0
BECTON DICKINSON & CO $0 (exited)
     BDX0-103$0
BROWN FORMAN CORP $0 (exited)
     BF.B0-175$0
BRIGHTHOUSE FINL INC $0 (exited)
     BHF0-17$0
VANGUARD BD INDEX FDS $0 (exited)
     BLV0-1,571$0
BUMBLE INC $0 (exited)
     BMBL0-196$0
BRISTOL MYERS SQUIBB CO $0 (exited)
     BMY0-7$0
VANGUARD BD INDEX FDS $0 (exited)
     BND0-7$0
BOSTON OMAHA CORP $0 (exited)
     BOC0-300$0
BP PLC $0 (exited)
     BP0-83$0
CARRIER GLOBAL CORPORATION $0 (exited)
     CARR0-320$0
CHUBB LIMITED $0 (exited)
     CB0-51$0
CHARGEPOINT HOLDINGS INC $0 (exited)
     CHPT0-750$0
CHARTER COMMUNICATIONS INC N $0 (exited)
     CHTR0-12$0
THE CIGNA GROUP $0 (exited)
     CI0-19$0
COLGATE PALMOLIVE CO $0 (exited)
     CL0-612$0
COMCAST CORP NEW $0 (exited)
     CMCSA0-116$0
CONDUENT INC $0 (exited)
     CNDT0-40$0
CONOCOPHILLIPS $0 (exited)
     COP0-202$0
COSTCO WHSL CORP NEW $0 (exited)
     COST0-18$0
CHENIERE ENERGY PARTNERS LP $0 (exited)
     CQP0-404$0
CRISPR THERAPEUTICS AG $0 (exited)
     CRSP0-28$0
CROWDSTRIKE HLDGS INC $0 (exited)
     CRWD0-58$0
CISCO SYS INC $0 (exited)
     CSCO0-619$0
CHEVRON CORP NEW $0 (exited)
     CVX0-530$0
CYTOKINETICS INC $0 (exited)
     CYTK0-264$0
DELTA AIR LINES INC DEL $0 (exited)
     DAL0-1,039$0
DIMENSIONAL ETF TRUST $0 (exited)
     DFAI0-597$0
DIMENSIONAL ETF TRUST $0 (exited)
     DFAS0-1,213$0
DIMENSIONAL ETF TRUST $0 (exited)
     DFSE0-30$0
DIMENSIONAL ETF TRUST $0 (exited)
     DFUS0-1,821$0
DANAHER CORPORATION $0 (exited)
     DHR0-200$0
SPDR DOW JONES INDL AVERAGE $0 (exited)
     DIA0-14$0
DISNEY WALT CO $0 (exited)
     DIS0-1,222$0
ISHARES TR $0 (exited)
     DVY0-140$0
ISHARES TR $0 (exited)
     EAGG0-32$0
CONSOLIDATED EDISON INC $0 (exited)
     ED0-300$0
ISHARES TR $0 (exited)
     EEM0-84$0
ISHARES TR $0 (exited)
     EFA0-664$0
ENBRIDGE INC $0 (exited)
     ENB0-46$0
ISHARES INC $0 (exited)
     ESGE0-597$0
EXELON CORP $0 (exited)
     EXC0UNCH$0
EXPEDIA GROUP INC $0 (exited)
     EXPE0-15$0
FORD MTR CO DEL $0 (exited)
     F0-1,200$0
FUELCELL ENERGY INC $0 (exited)
     FCEL0-358$0
FEDEX CORP $0 (exited)
     FDX0-101$0
FORTIVE CORP $0 (exited)
     FTV0-125$0
FIVERR INTL LTD $0 (exited)
     FVRR0-41$0
GENERAL DYNAMICS CORP $0 (exited)
     GD0-91$0
GE HEALTHCARE TECHNOLOGIES I $0 (exited)
     GEHC0-718$0
GENERAL MLS INC $0 (exited)
     GIS0-630$0
GLOBUS MARITIME LIMITED NEW $0 (exited)
     GLBS0-1,000$0
CANOO INC $0 (exited)
     GOEV0-32,500$0
HOME DEPOT INC $0 (exited)
     HD0-476$0
HESS CORP $0 (exited)
     HES0-774$0
HUNTINGTON INGALLS INDS INC $0 (exited)
     HII0-166$0
HONEYWELL INTL INC $0 (exited)
     HON0-226$0
HEWLETT PACKARD ENTERPRISE C $0 (exited)
     HPE0-918$0
HP INC $0 (exited)
     HPQ0-918$0
HSBC HLDGS PLC $0 (exited)
     HSBC0-20$0
HUBSPOT INC $0 (exited)
     HUBS0-150$0
ISHARES TR $0 (exited)
     IAGG0-1,252$0
INTERNATIONAL BUSINESS MACHS $0 (exited)
     IBM0-59$0
ISHARES TR $0 (exited)
     ICLN0-149$0
ISHARES TR $0 (exited)
     IEFA0-652$0
ISHARES INC $0 (exited)
     IEMG0-188$0
INNOVATIVE INDL PPTYS INC $0 (exited)
     IIPR0-300$0
ISHARES TR $0 (exited)
     IJH0-196$0
ISHARES TR $0 (exited)
     IJJ0-416$0
ISHARES TR $0 (exited)
     IJR0-254$0
ILLUMINA INC $0 (exited)
     ILMN0-13$0
ISHARES TR $0 (exited)
     ILTB0-1,164$0
INTEL CORP $0 (exited)
     INTC0-740$0
ISHARES TR $0 (exited)
     IVV0-42$0
ISHARES TR $0 (exited)
     IVW0-903$0
ISHARES TR $0 (exited)
     IWD0-164$0
ISHARES TR $0 (exited)
     IWM0-13$0
ISHARES TR $0 (exited)
     IWN0-182$0
ISHARES TR $0 (exited)
     IWP0-575$0
ISHARES TR $0 (exited)
     IWS0-153$0
ISHARES TR $0 (exited)
     IXUS0-1,087$0
ISHARES TR $0 (exited)
     IYR0UNCH$0
JOHNSON & JOHNSON $0 (exited)
     JNJ0-370$0
KBR INC $0 (exited)
     KBR0-211$0
KEYCORP $0 (exited)
     KEY0-122$0
KEYSIGHT TECHNOLOGIES INC $0 (exited)
     KEYS0-25$0
KENVUE INC $0 (exited)
     KVUE0-272$0
LOEWS CORP $0 (exited)
     L0-1,000$0
LIBERTY BROADBAND CORP $0 (exited)
     LBRDK0-22$0
LEE ENTERPRISES INC $0 (exited)
     LEE0-1,552$0
LOCKHEED MARTIN CORP $0 (exited)
     LMT0UNCH$0
LOWES COS INC $0 (exited)
     LOW0-380$0
MASTERCARD INCORPORATED $0 (exited)
     MA0-5$0
MATTEL INC $0 (exited)
     MAT0-574$0
MCDONALDS CORP $0 (exited)
     MCD0-304$0
METLIFE INC $0 (exited)
     MET0-157$0
MOOG INC $0 (exited)
     MOG.A0-585$0
     MOG.B0-19$0
MERCK & CO INC $0 (exited)
     MRK0-221$0
M & T BK CORP $0 (exited)
     MTB0-667$0
VAIL RESORTS INC $0 (exited)
     MTN0-50$0
MYMD PHARMACEUTICALS INC $0 (exited)
     MYMD0-400$0
NATIONAL FUEL GAS CO $0 (exited)
     NFG0-2,157$0
NATIONAL GRID PLC $0 (exited)
     NGG0-95$0
SERVICENOW INC $0 (exited)
     NOW0-8$0
NOVAVAX INC $0 (exited)
     NVAX0-78$0
NEW YORK CMNTY BANCORP INC $0 (exited)
     NYCB0-800$0
ORGANON & CO $0 (exited)
     OGN0-22$0
ONEOK INC NEW $0 (exited)
     OKE0-53$0
ORACLE CORP $0 (exited)
     ORCL0-104$0
OTIS WORLDWIDE CORP $0 (exited)
     OTIS0-160$0
PAYCOM SOFTWARE INC $0 (exited)
     PAYC0-50$0
PAYCHEX INC $0 (exited)
     PAYX0-562$0
PEPSICO INC $0 (exited)
     PEP0-289$0
PFIZER INC $0 (exited)
     PFE0-134$0
PROCTER AND GAMBLE CO $0 (exited)
     PG0-201$0
PROGRESSIVE CORP $0 (exited)
     PGR0-43$0
PLUG POWER INC $0 (exited)
     PLUG0-292$0
PURPLE INNOVATION INC $0 (exited)
     PRPL0-1$0
PHILLIPS 66 $0 (exited)
     PSX0-101$0
PAYPAL HLDGS INC $0 (exited)
     PYPL0-30$0
QUALCOMM INC $0 (exited)
     QCOM0-1,037$0
INVESCO QQQ TR $0 (exited)
     QQQ0-362$0
QUANTUMSCAPE CORP $0 (exited)
     QS0-6,210$0
QUANTUM SI INC $0 (exited)
     QSI0-2,500$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RPG0-1,025$0
REPUBLIC SVCS INC $0 (exited)
     RSG0-72$0
RTX CORPORATION $0 (exited)
     RTX0-540$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHA0-1,428$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHC0-46$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHD0-57$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHE0-3$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHF0-570$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHG0-480$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHH0-120$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHV0-155$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHX0-2,804$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHZ0-1,350$0
SPDR SER TR $0 (exited)
     SHM0-268$0
SPDR SER TR $0 (exited)
     SJNK0-6,273$0
SCHLUMBERGER LTD $0 (exited)
     SLB0-400$0
SOLID POWER INC $0 (exited)
     SLDP0-75$0
ISHARES TR $0 (exited)
     SLQD0-3,143$0
SNOWFLAKE INC $0 (exited)
     SNOW0-70$0
SYNOPSYS INC $0 (exited)
     SNPS0-3$0
SEMPRA $0 (exited)
     SRE0-61$0
ISHARES TR $0 (exited)
     STIP0-500$0
AT&T INC $0 (exited)
     T0-1,079$0
T ROWE PRICE ETF INC $0 (exited)
     TCHP0-566$0
TARGET CORP $0 (exited)
     TGT0-148$0
ABRDN HEALTHCARE OPPORTUNITI $0 (exited)
     THQ0-1,000$0
THERMO FISHER SCIENTIFIC INC $0 (exited)
     TMO0UNCH$0
TRAVEL PLUS LEISURE CO $0 (exited)
     TNL0-100$0
TESLA INC $0 (exited)
     TSLA0-423$0
THE TRADE DESK INC $0 (exited)
     TTD0-450$0
TITAN PHARMACEUTICALS INC DE $0 (exited)
     TTNP0-987$0
UNITEDHEALTH GROUP INC $0 (exited)
     UNH0-121$0
VISA INC $0 (exited)
     V0-48$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VGK0-97$0
VANGUARD WORLD FDS $0 (exited)
     VHT0-177$0
VANGUARD SPECIALIZED FUNDS $0 (exited)
     VIG0-23$0
VERALTO CORP $0 (exited)
     VLTO0-66$0
VANGUARD INDEX FDS $0 (exited)
     VOE0-1,192$0
VANGUARD ADMIRAL FDS INC $0 (exited)
     VOOG0-150$0
VANGUARD INDEX FDS $0 (exited)
     VOT0-10$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VTHR0-25$0
VIATRIS INC $0 (exited)
     VTRS0-16$0
VANGUARD STAR FDS $0 (exited)
     VXUS0-348$0
VANGUARD WHITEHALL FDS $0 (exited)
     VYMI0-656$0
VERIZON COMMUNICATIONS INC $0 (exited)
     VZ0-179$0
WABTEC $0 (exited)
     WAB0-109$0
WARNER BROS DISCOVERY INC $0 (exited)
     WBD0-259$0
WELLS FARGO CO NEW $0 (exited)
     WFC0-546$0
WEATHERFORD INTL PLC $0 (exited)
     WFRD0-2$0
WYNDHAM HOTELS & RESORTS INC $0 (exited)
     WH0-100$0
WILLIS TOWERS WATSON PLC LTD $0 (exited)
     WTW0-343$0
WEYERHAEUSER CO MTN BE $0 (exited)
     WY0-126$0
SELECT SECTOR SPDR TR $0 (exited)
     XLC0-263$0
SELECT SECTOR SPDR TR $0 (exited)
     XLE0-572$0
SELECT SECTOR SPDR TR $0 (exited)
     XLF0-623$0
SELECT SECTOR SPDR TR $0 (exited)
     XLI0UNCH$0
SELECT SECTOR SPDR TR $0 (exited)
     XLK0-470$0
SELECT SECTOR SPDR TR $0 (exited)
     XLU0-1,002$0
SPDR SER TR $0 (exited)
     XME0-292$0
SPDR SER TR $0 (exited)
     XOP0-27$0
XEROX HOLDINGS CORP $0 (exited)
     XRX0-50$0
ZSCALER INC 0 -200 $0 (exited)
     ZS0-200$0

See Summary: Level Financial Advisors Top Holdings
See Details: Top 10 Stocks Held By Level Financial Advisors

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
GBTC +4,041+$255
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
VOE -1,192-$173
HD -476-$165
AVLV -2,777-$160
SJNK -6,273-$158
SCHX -2,804-$158
SLQD -3,143-$155
QCOM -1,037-$150
QQQ -362-$148
ABBV -775-$120
BLV -1,571-$117
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFGR +82,571+$2,057
DFEM +74,208+$1,912
DUHP +66,270+$2,611
DFIP +44,710+$1,843
DFIS +37,763+$971
DFSU +36,976+$1,282
VGSH +32,908+$1,825
DFLV +31,712+$1,035
DFSV +25,966+$792
VMBS +20,796+$848
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DFAE -11,227-$186
NYF -8,072-$447
AVUV -4,468-$280
VTIP -3,542-$150
VSS -2,630-$259
VCEB -2,229-$149
AVRE -2,123-$254
REET -1,825-$71
DFAT -1,647+$72
Level Financial Advisors Info
Size ($ in 1000's)
At 03/31/2024: $220,448
At 12/31/2023: $202,281

Level Financial Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Level Financial Advisors 13F filings. Link to 13F filings: SEC filings

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