Level Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Level Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$709K	Sell	20,943 -1,595	-7%	-$55.8K	0.33%	28
2025 Q4	$734K	Sell	22,538 -901	-4%	-$29K	0.38%	27
2025 Q3	$739K	Sell	23,439 -3,965	-14%	-$119K	0.39%	26
2025 Q2	$793K	Sell	27,404 -119	-0.4%	-$3.19K	0.46%	22
2025 Q1	$713K	Sell	27,523 -321	-1%	-$8.33K	0.47%	19
2024 Q4	$706K	Buy	+27,844	New	+$737K	0.5%	20

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Level Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.1% in Q1 2026, selling an estimated $55.8K and leaving 20,943 shares worth $709K. The position accounts for 0.33% of the portfolio, ranked #28.

Level Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. The position peaked at $793K in Q2 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Level Wealth Management held 20,943 shares of Dimensional Emerging Core Equity Market ETF worth $709K as of Q1 2026.
Level Wealth Management sold 1,595 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $55.8K.
Dimensional Emerging Core Equity Market ETF made up 0.33% of Level Wealth Management's portfolio in Q1 2026, its #28 holding.
Level Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
Level Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $793K in Q2 2025.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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