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Level Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Level Financial Advisors’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.55M Sell
88,314
-5,386
-6% -$208K 0.79% 27
2026
Q1 		$3.17M Sell
93,700
-3,842
-4% -$134K 0.81% 28
2025
Q4 		$3.18M Sell
97,542
-2,412
-2% -$77.6K 0.84% 27
2025
Q3 		$3.15M Buy
99,954
+2,563
+3% +$77.2K 0.89% 27
2025
Q2 		$2.82M Sell
97,391
-11,485
-11% -$308K 0.88% 26
2025
Q1 		$2.82M Sell
108,876
-3,621
-3% -$94K 0.96% 26
2024
Q4 		$2.85M Sell
112,497
-14,696
-12% -$389K 1.05% 23
2024
Q3 		$3.49M Sell
127,193
-3,449
-3% -$89.9K 1.33% 20
2024
Q2 		$3.38M Sell
130,642
-7,775
-6% -$197K 1.46% 19
2024
Q1 		$3.42M Sell
138,417
-11,227
-8% -$269K 1.55% 15
2023
Q4 		$3.61M Buy
149,644
+4,720
+3% +$108K 1.78% 13
2023
Q3 		$3.27M Buy
144,924
+3,511
+2% +$82.8K 1.83% 13
2023
Q2 		$3.32M Buy
141,413
+6,256
+5% +$145K 1.85% 13
2023
Q1 		$3.11M Buy
135,157
+25,554
+23% +$589K 1.87% 13
2022
Q4 		$2.41M Buy
109,603
+24,528
+29% +$522K 1.58% 14
2022
Q3 		$1.71M Buy
85,075
+32,499
+62% +$733K 1.26% 19
2022
Q2 		$1.22M Buy
52,576
+4,133
+9% +$101K 0.9% 21
2022
Q1 		$1.27M Buy
48,443
+18,847
+64% +$505K 0.98% 17
2021
Q4 		$810K Buy
+29,596
New +$813K 0.62% 21

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Level Financial Advisors's DFAE Position: Q2 2026 in Review

Level Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.7% in Q2 2026, selling an estimated $208K and leaving 88,314 shares worth $3.55M. The position accounts for 0.79% of the portfolio, ranked #27.

Level Financial Advisors first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.61M in Q4 2023. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Level Financial Advisors held 88,314 shares of Dimensional Emerging Core Equity Market ETF worth $3.55M as of Q2 2026.
  • Level Financial Advisors sold 5,386 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $208K.
  • Dimensional Emerging Core Equity Market ETF made up 0.79% of Level Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Level Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Level Financial Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $3.61M in Q4 2023.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.