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 Q2	$22.9M	Buy	554,859 +21,688	+4%	+$893K	10.08%	2
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 $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Next Level Wealth Planning's DFAI Position: Q2 2026 in Review

Next Level Wealth Planning increased its Dimensional International Core Equity Market ETF (DFAI) stake by 4.1% in Q2 2026, buying an estimated $893K and bringing the position to 554,859 shares worth $22.9M. The position accounts for 10.08% of the portfolio, ranked #2.

Next Level Wealth Planning first reported a position in DFAI in Q4 2024 and has held it in 7 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Next Level Wealth Planning held 554,859 shares of Dimensional International Core Equity Market ETF worth $22.9M as of Q2 2026.
Next Level Wealth Planning bought 21,688 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $893K.
Dimensional International Core Equity Market ETF made up 10.08% of Next Level Wealth Planning's portfolio in Q2 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 7 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.