AAS
DFAI

Annex Advisory Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Annex Advisory Services’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 		$170M Buy
4,128,690
+216,430
+6% +$8.91M 2.91% 7
2026
Q1 		$152M Buy
+3,912,260
New +$156M 2.86% 7

Other funds holding DFAI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Annex Advisory Services's DFAI Position: Q2 2026 in Review

Annex Advisory Services increased its Dimensional International Core Equity Market ETF (DFAI) stake by 5.5% in Q2 2026, buying an estimated $8.91M and bringing the position to 4,128,690 shares worth $170M. The position accounts for 2.91% of the portfolio, ranked #7.

Annex Advisory Services first reported a position in DFAI in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Annex Advisory Services held 4,128,690 shares of Dimensional International Core Equity Market ETF worth $170M as of Q2 2026.
  • Annex Advisory Services bought 216,430 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $8.91M.
  • Dimensional International Core Equity Market ETF made up 2.91% of Annex Advisory Services's portfolio in Q2 2026, its #7 holding.
  • Annex Advisory Services first reported a position in Dimensional International Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.