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 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 $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CCM

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Level Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 4.5% in Q1 2026, selling an estimated $102K and leaving 54,240 shares worth $2.11M. The position accounts for 0.99% of the portfolio, ranked #14.

Level Wealth Management first reported a position in DFAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.17M in Q2 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Level Wealth Management held 54,240 shares of Dimensional International Core Equity Market ETF worth $2.11M as of Q1 2026.
Level Wealth Management sold 2,561 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $102K.
Dimensional International Core Equity Market ETF made up 0.99% of Level Wealth Management's portfolio in Q1 2026, its #14 holding.
Level Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
Level Wealth Management's Dimensional International Core Equity Market ETF position peaked at $2.17M in Q2 2025.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

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