LFAS
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Level Four Advisory Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Level Four Advisory Services’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,822
Closed -$702K – 766
2024
Q3 		$702K Buy
+17,822
New +$681K 0.03% 431

Other funds holding DFAU

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Level Four Advisory Services's DFAU Position: Q4 2024 in Review

Level Four Advisory Services sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2024, closing a stake of 17,822 shares — an estimated $702K sold.

Level Four Advisory Services first reported a position in DFAU in Q3 2024 and held it in 1 quarter. The position peaked at $702K in Q3 2024. 463 funds tracked by Wall St. Rank hold DFAU as of Q4 2024.

  • Level Four Advisory Services reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 17,822 Dimensional US Core Equity Market ETF shares in Q4 2024, an estimated $702K.
  • Level Four Advisory Services first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and held it in 1 quarter.
  • Level Four Advisory Services's Dimensional US Core Equity Market ETF position peaked at $702K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.