Next Level Wealth Planning’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Next Level Wealth Planning’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	$20.8M	Buy	533,171 +16,561	+3%	+$662K	10.67%	2
2025 Q4	$19.7M	Buy	516,610 +14,482	+3%	+$537K	10.48%	2
2025 Q3	$18.3M	Buy	502,128 +32,833	+7%	+$1.16M	10.31%	2
2025 Q2	$16.2M	Buy	469,295 +72,006	+18%	+$2.36M	10.39%	2
2025 Q1	$12.4M	Buy	397,289 +72,251	+22%	+$2.23M	9.4%	3
2024 Q4	$9.49M	Buy	+325,038	New	+$9.85M	7.47%	5

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

Next Level Wealth Planning's DFAI Position: Q1 2026 in Review

Next Level Wealth Planning increased its Dimensional International Core Equity Market ETF (DFAI) stake by 3.2% in Q1 2026, buying an estimated $662K and bringing the position to 533,171 shares worth $20.8M. The position accounts for 10.67% of the portfolio, ranked #2.

Next Level Wealth Planning first reported a position in DFAI in Q4 2024 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Next Level Wealth Planning held 533,171 shares of Dimensional International Core Equity Market ETF worth $20.8M as of Q1 2026.
Next Level Wealth Planning bought 16,561 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $662K.
Dimensional International Core Equity Market ETF made up 10.67% of Next Level Wealth Planning's portfolio in Q1 2026, its #2 holding.
Next Level Wealth Planning first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.