Level Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.43M	Sell	122,867 -5,826	-5%	-$306K	2.45%	9
2026 Q2	$6.65M	Sell	128,693 -908	-0.7%	-$45.4K	2.66%	8
2026 Q1	$5.85M	Sell	129,601 -1,321	-1%	-$62.1K	2.74%	8
2025 Q4	$6.13M	Sell	130,922 -4,561	-3%	-$211K	3.13%	7
2025 Q3	$6.2M	Sell	135,483 -6,889	-5%	-$304K	3.26%	7
2025 Q2	$6.03M	Buy	142,372 +322	+0.2%	+$12.6K	3.51%	7
2025 Q1	$5.46M	Sell	142,050 -6,639	-4%	-$269K	3.57%	6
2024 Q4	$6.02M	Buy	+148,689	New	+$6.07M	4.25%	5

Other funds holding DFAU

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AWA

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

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

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

Level Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 4.5% in Q3 2026, selling an estimated $306K and leaving 122,867 shares worth $6.43M. The position accounts for 2.45% of the portfolio, ranked #9.

Level Wealth Management first reported a position in DFAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.65M in Q2 2026. 201 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Level Wealth Management held 122,867 shares of Dimensional US Core Equity Market ETF worth $6.43M as of Q3 2026.
Level Wealth Management sold 5,826 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $306K.
Dimensional US Core Equity Market ETF made up 2.45% of Level Wealth Management's portfolio in Q3 2026, its #9 holding.
Level Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
Level Wealth Management's Dimensional US Core Equity Market ETF position peaked at $6.65M in Q2 2026.
201 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

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