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 Q3	$2.17M	Sell	52,267 -1,489	-3%	-$63.1K	0.83%	17
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

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

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

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

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

Level Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 2.8% in Q3 2026, selling an estimated $63.1K and leaving 52,267 shares worth $2.17M. The position accounts for 0.83% of the portfolio, ranked #17.

Level Wealth Management first reported a position in DFAI in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q2 2026. 284 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Level Wealth Management held 52,267 shares of Dimensional International Core Equity Market ETF worth $2.17M as of Q3 2026.
Level Wealth Management sold 1,489 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $63.1K.
Dimensional International Core Equity Market ETF made up 0.83% of Level Wealth Management's portfolio in Q3 2026, its #17 holding.
Level Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
Level Wealth Management's Dimensional International Core Equity Market ETF position peaked at $2.22M in Q2 2026.
284 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

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