Level Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.22M	Sell	53,756 -484	-0.9%	-$19.9K	0.89%	15
2026 Q1	$2.11M	Sell	54,240 -2,561	-5%	-$102K	0.99%	14
2025 Q4	$2.16M	Sell	56,801 -1,421	-2%	-$52.7K	1.11%	14
2025 Q3	$2.12M	Sell	58,222 -4,631	-7%	-$164K	1.11%	13
2025 Q2	$2.17M	Buy	62,853 +194	+0.3%	+$6.36K	1.26%	13
2025 Q1	$1.96M	Sell	62,659 -1,455	-2%	-$44.9K	1.28%	10
2024 Q4	$1.87M	Buy	+64,114	New	+$1.94M	1.32%	9

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Level Wealth Management's DFAI Position: Q2 2026 in Review

Level Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.89% in Q2 2026, selling an estimated $19.9K and leaving 53,756 shares worth $2.22M. The position accounts for 0.89% of the portfolio, ranked #15.

Level Wealth Management first reported a position in DFAI in Q4 2024 and has held it in 7 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Level Wealth Management held 53,756 shares of Dimensional International Core Equity Market ETF worth $2.22M as of Q2 2026.
Level Wealth Management sold 484 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $19.9K.
Dimensional International Core Equity Market ETF made up 0.89% of Level Wealth Management's portfolio in Q2 2026, its #15 holding.
Level Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.