LWM
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Level Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Level Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.46M Buy
63,186
+12,397
+24% +$499K 1.15% 12
2025
Q4 		$2.01M Sell
50,789
-1,259
-2% -$49.1K 1.03% 16
2025
Q3 		$2.01M Buy
52,048
+3
+0% +$112 1.06% 14
2025
Q2 		$1.87M Buy
52,045
+4
+0% +$133 1.08% 14
2025
Q1 		$1.72M Buy
52,041
+3
+0% +$104 1.12% 13
2024
Q4 		$1.8M Buy
+52,038
New +$1.83M 1.27% 11

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Level Wealth Management's DFAC Position: Q1 2026 in Review

Level Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 24% in Q1 2026, buying an estimated $499K and bringing the position to 63,186 shares worth $2.46M. The position accounts for 1.15% of the portfolio, ranked #12.

Level Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Level Wealth Management held 63,186 shares of Dimensional US Core Equity 2 ETF worth $2.46M as of Q1 2026.
  • Level Wealth Management bought 12,397 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $499K.
  • Dimensional US Core Equity 2 ETF made up 1.15% of Level Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Level Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.