LFAS
DFAI

Level Four Advisory Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Level Four Advisory Services’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
2026
Q1 		$1.64M Buy
42,068
+17,492
+71% +$700K 0.05% 322
2025
Q4 		$937K Buy
24,576
+1,291
+6% +$47.8K 0.03% 424
2025
Q3 		$846K Hold
23,285
– – 0.03% 439
2025
Q2 		$805K Sell
23,285
-58
-0.2% -$1.9K 0.03% 424
2025
Q1 		$729K Hold
23,343
– – 0.03% 422
2024
Q4 		$682K Sell
23,343
-5,766
-20% -$175K 0.03% 431
2024
Q3 		$878K Buy
29,109
+2,561
+10% +$78.4K 0.04% 395
2024
Q2 		$788K Buy
26,548
+3,263
+14% +$97.9K 0.04% 393
2024
Q1 		$667K Hold
23,285
– – 0.04% 384
2023
Q4 		$667K Buy
+23,285
New +$622K 0.04% 379

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return