AFG
DFAI

Altiora Financial Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Altiora Financial Group’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 		$4.09M Buy
104,969
+16,390
+19% +$656K 0.67% 33
2025
Q4 		$3.38M Buy
88,579
+1,552
+2% +$57.5K 0.58% 32
2025
Q3 		$3.16M Buy
87,027
+6,628
+8% +$234K 0.58% 30
2025
Q2 		$2.78M Buy
80,399
+26,804
+50% +$878K 0.54% 30
2025
Q1 		$1.67M Buy
53,595
+6,026
+13% +$186K 0.36% 35
2024
Q4 		$1.39M Buy
47,569
+9,532
+25% +$289K 0.3% 41
2024
Q3 		$1.21M Buy
38,037
+9
+0% +$275 0.27% 43
2024
Q2 		$1.13M Hold
38,028
– – 0.27% 42
2024
Q1 		$1.15M Hold
38,028
– – 0.31% 35
2023
Q4 		$1.09M Buy
38,028
+1,643
+5% +$43.9K 0.32% 37
2023
Q3 		$950K Buy
36,385
+13,400
+58% +$364K 0.44% 29
2023
Q2 		$628K Hold
22,985
– – 0.28% 36
2023
Q1 		$619K Hold
22,985
– – 0.29% 36
2022
Q4 		$576K Buy
+22,985
New +$552K 0.29% 32

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