Level Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$536K	Buy	14,484 +25	+0.2%	+$934	0.2%	37
2026 Q2	$533K	Buy	14,459 +44	+0.3%	+$1.62K	0.21%	34
2026 Q1	$490K	Buy	14,415 +4,197	+41%	+$146K	0.23%	34
2025 Q4	$334K	Hold	10,218	–	–	0.17%	45
2025 Q3	$321K	Hold	10,218	–	–	0.17%	50
2025 Q2	$300K	Hold	10,218	–	–	0.17%	53
2025 Q1	$268K	Hold	10,218	–	–	0.18%	44
2024 Q4	$254K	Buy	+10,218	New	+$264K	0.18%	46

Other funds holding DFAX

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

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

Level Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.17% in Q3 2026, buying an estimated $934 and bringing the position to 14,484 shares worth $536K. The position accounts for 0.2% of the portfolio, ranked #37.

Level Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Level Wealth Management held 14,484 shares of Dimensional World ex US Core Equity 2 ETF worth $536K as of Q3 2026.
Level Wealth Management bought 25 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $934.
Dimensional World ex US Core Equity 2 ETF made up 0.2% of Level Wealth Management's portfolio in Q3 2026, its #37 holding.
Level Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

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