Level Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Level Financial Advisors’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-597	Closed	-$17.1K	–	120
2023 Q4	$17.1K	Sell	597 -4	-0.7%	-$107	0.01%	170
2023 Q3	$15.7K	Sell	601 -37	-6%	-$1K	0.01%	166
2023 Q2	$17.4K	Sell	638 -57	-8%	-$1.56K	0.01%	157
2023 Q1	$18.7K	Buy	695 +40	+6%	+$1.06K	0.01%	140
2022 Q4	$16K	Sell	655 -7,704	-92%	-$185K	0.01%	136
2022 Q3	$180K	Buy	8,359 +1,072	+15%	+$25.8K	0.13%	52
2022 Q2	$176K	Buy	7,287 +7,132	+4,601%	+$187K	0.13%	49
2022 Q1	$4K	Hold	155	–	–	﹤0.01%	190
2021 Q4	$5K	Buy	+155	New	+$4.57K	﹤0.01%	204

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

Level Financial Advisors's DFAI Position: Q1 2024 in Review

Level Financial Advisors sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2024, closing a stake of 597 shares — an estimated $17.1K sold.

Level Financial Advisors first reported a position in DFAI in Q4 2021 and held it in 9 quarters. The position peaked at $180K in Q3 2022. 477 funds tracked by Wall St. Rank hold DFAI as of Q1 2024.

Level Financial Advisors reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 597 Dimensional International Core Equity Market ETF shares in Q1 2024, an estimated $17.1K.
Level Financial Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Dimensional International Core Equity Market ETF position peaked at $180K in Q3 2022.
477 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.