LFA
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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

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return