ALWM
DFAI

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

Andrews Lucia 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
Q2 		$9.91M Buy
240,360
+11,331
+5% +$466K 5.19% 6
2026
Q1 		$8.92M Buy
229,029
+8,736
+4% +$349K 5.33% 6
2025
Q4 		$8.4M Buy
220,293
+3,026
+1% +$112K 4.99% 6
2025
Q3 		$7.9M Buy
217,267
+8,104
+4% +$287K 4.76% 6
2025
Q2 		$7.23M Buy
209,163
+9,404
+5% +$308K 4.7% 6
2025
Q1 		$5.83M Buy
199,759
+13,001
+7% +$401K 3.92% 7
2024
Q4 		$5.94M Buy
186,758
+4,639
+3% +$141K 3.96% 6
2024
Q3 		$5.4M Buy
182,119
+20,506
+13% +$628K 3.83% 6
2024
Q2 		$4.88M Hold
161,613
– – 3.41% 7
2024
Q1 		$4.88M Buy
161,613
+8,242
+5% +$239K 3.48% 7
2023
Q4 		$4.39M Buy
153,371
+12,860
+9% +$343K 3.39% 7
2023
Q3 		$3.67M Buy
140,511
+5,751
+4% +$156K 3.16% 8
2023
Q2 		$3.68M Buy
134,760
+10,216
+8% +$280K 3.06% 8
2023
Q1 		$3.36M Buy
124,544
+18,307
+17% +$486K 2.97% 8
2022
Q4 		$2.66M Buy
106,237
+9,688
+10% +$233K 2.47% 8
2022
Q3 		$2.08M Buy
96,549
+7,614
+9% +$183K 2.19% 9
2022
Q2 		$2.5M Sell
88,935
-15,829
-15% -$416K 2.37% 8
2022
Q1 		$3.1M Buy
104,764
+344
+0.3% +$9.8K 2.78% 8
2021
Q4 		$3.09M Buy
+104,420
New +$3.08M 2.8% 8

Other funds holding DFAI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Andrews Lucia Wealth Management's DFAI Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 4.9% in Q2 2026, buying an estimated $466K and bringing the position to 240,360 shares worth $9.91M. The position accounts for 5.19% of the portfolio, ranked #6.

Andrews Lucia Wealth Management first reported a position in DFAI in Q4 2021 and has held it in 19 quarters since. 298 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Andrews Lucia Wealth Management held 240,360 shares of Dimensional International Core Equity Market ETF worth $9.91M as of Q2 2026.
  • Andrews Lucia Wealth Management bought 11,331 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $466K.
  • Dimensional International Core Equity Market ETF made up 5.19% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 298 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.