AC
DFAI

Apella Capital’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Apella Capital’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 		$46.6M Buy
1,121,313
+7,752
+0.7% +$319K 0.66% 38
2026
Q1 		$46.5M Buy
1,113,561
+908,861
+444% +$36.4M 0.69% 37
2025
Q4 		$7.8M Buy
204,700
+46,593
+29% +$1.73M 0.15% 110
2025
Q3 		$5.79M Sell
158,107
-7,676
-5% -$271K 0.13% 116
2025
Q2 		$5.69M Sell
165,783
-458
-0.3% -$15K 0.15% 104
2025
Q1 		$4.99M Buy
166,241
+5,482
+3% +$169K 0.17% 92
2024
Q4 		$4.69M Sell
160,759
-5,170
-3% -$157K 0.18% 80
2024
Q3 		$5.23M Sell
165,929
-26,527
-14% -$812K 0.21% 64
2024
Q2 		$5.79M Sell
192,456
-7,195
-4% -$216K 0.26% 59
2024
Q1 		$6.02M Sell
199,651
-22,953
-10% -$665K 0.3% 56
2023
Q4 		$6.28M Buy
222,604
+69,503
+45% +$1.86M 0.35% 56
2023
Q3 		$4M Sell
153,101
-4,250
-3% -$115K 0.28% 61
2023
Q2 		$4.3M Buy
+157,351
New +$4.31M 0.31% 55
2022
Q4 		$455K Sell
18,188
-6,368
-26% -$153K 0.04% 158
2022
Q3 		$530K Buy
24,556
+7,766
+46% +$187K 0.06% 125
2022
Q2 		$405K Buy
16,790
+6,094
+57% +$160K 0.05% 157
2022
Q1 		$301K Buy
+10,696
New +$305K 0.04% 168

Other funds holding DFAI

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
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 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
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return