1WM
DFAI

1900 Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

1900 Wealth Management’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 		$6.86M Sell
175,967
-6,209
-3% -$248K 0.44% 35
2025
Q4 		$6.94M Sell
182,176
-5,422
-3% -$201K 0.45% 33
2025
Q3 		$6.82M Sell
187,598
-3,902
-2% -$138K 0.46% 31
2025
Q2 		$6.62M Sell
191,500
-17,917
-9% -$587K 0.5% 30
2025
Q1 		$6.54M Sell
209,417
-30,547
-13% -$943K 0.54% 31
2024
Q4 		$7.01M Sell
239,964
-16,977
-7% -$515K 0.59% 29
2024
Q3 		$8.17M Sell
256,941
-43,951
-15% -$1.35M 0.7% 24
2024
Q2 		$8.93M Sell
300,892
-79,689
-21% -$2.39M 0.84% 18
2024
Q1 		$11.5M Sell
380,581
-381,774
-50% -$11.1M 1.05% 17
2023
Q4 		$21.8M Buy
762,355
+707,933
+1,301% +$18.9M 2% 11
2023
Q3 		$1.42M Buy
54,422
+24,344
+81% +$661K 0.14% 112
2023
Q2 		$822K Sell
30,078
-3,470
-10% -$95K 0.08% 130
2023
Q1 		$840K Hold
33,548
– – 0.09% 128
2022
Q4 		$840K Buy
+33,548
New +$805K 0.09% 128

Other funds holding DFAI

Envestnet Asset Management
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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return