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 Q3	$776K	Sell	19,747 -863	-4%	-$33.7K	0.3%	29
2026 Q2	$829K	Sell	20,610 -333	-2%	-$12.9K	0.33%	27
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

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

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

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

Level Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.2% in Q3 2026, selling an estimated $33.7K and leaving 19,747 shares worth $776K. The position accounts for 0.3% of the portfolio, ranked #29.

Level Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 8 quarters since. The position peaked at $829K in Q2 2026. 244 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Level Wealth Management held 19,747 shares of Dimensional Emerging Core Equity Market ETF worth $776K as of Q3 2026.
Level Wealth Management sold 863 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $33.7K.
Dimensional Emerging Core Equity Market ETF made up 0.3% of Level Wealth Management's portfolio in Q3 2026, its #29 holding.
Level Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
Level Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $829K in Q2 2026.
244 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

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