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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
Q3 		$3.02M Sell
76,771
-11,543
-13% -$451K 0.67% 32
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

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Level Financial Advisors's DFAE Position: Q3 2026 in Review

Level Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 13% in Q3 2026, selling an estimated $451K and leaving 76,771 shares worth $3.02M. The position accounts for 0.67% of the portfolio, ranked #32.

Level Financial Advisors first reported a position in DFAE in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.61M in Q4 2023. 96 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Level Financial Advisors held 76,771 shares of Dimensional Emerging Core Equity Market ETF worth $3.02M as of Q3 2026.
  • Level Financial Advisors sold 11,543 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $451K.
  • Dimensional Emerging Core Equity Market ETF made up 0.67% of Level Financial Advisors's portfolio in Q3 2026, its #32 holding.
  • Level Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Level Financial Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $3.61M in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.