Level Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Q3	$2.78M	Buy	62,562 +26	+0%	+$1.17K	1.06%	14
2026 Q2	$2.77M	Sell	62,536 -650	-1%	-$27.8K	1.11%	12
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Level Wealth Management's DFAC Position: Q3 2026 in Review

Level Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.04% in Q3 2026, buying an estimated $1.17K and bringing the position to 62,562 shares worth $2.78M. The position accounts for 1.06% of the portfolio, ranked #14.

Level Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 389 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Level Wealth Management held 62,562 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.78M as of Q3 2026.
Level Wealth Management bought 26 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.17K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.06% of Level Wealth Management's portfolio in Q3 2026, its #14 holding.
Level Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
389 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.