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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Level Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 41% in Q1 2026, buying an estimated $146K and bringing the position to 14,415 shares worth $490K. The position accounts for 0.23% of the portfolio, ranked #34.

Level Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Level Wealth Management held 14,415 shares of Dimensional World ex US Core Equity 2 ETF worth $490K as of Q1 2026.
Level Wealth Management bought 4,197 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $146K.
Dimensional World ex US Core Equity 2 ETF made up 0.23% of Level Wealth Management's portfolio in Q1 2026, its #34 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 6 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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