AssuredPartners Investment Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

AssuredPartners Investment Advisors’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	$1.08M	Buy	26,238 +2,783	+12%	+$115K	0.1%	189
2026 Q1	$928K	Buy	23,455 +8,407	+56%	+$336K	0.1%	200
2025 Q4	$573K	Buy	15,048 +101	+0.7%	+$3.74K	0.09%	192
2025 Q3	$543K	Sell	14,947 -420	-3%	-$14.9K	0.12%	125
2025 Q2	$531K	Buy	15,367 +198	+1%	+$6.49K	0.13%	124
2025 Q1	$474K	Buy	15,169 +47	+0.3%	+$1.45K	0.09%	205
2024 Q4	$442K	Buy	+15,122	New	+$458K	0.09%	210

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssuredPartners Investment Advisors's DFAI Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 12% in Q2 2026, buying an estimated $115K and bringing the position to 26,238 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #189.

AssuredPartners Investment Advisors first reported a position in DFAI in Q4 2024 and has held it in 7 quarters since. 831 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

AssuredPartners Investment Advisors held 26,238 shares of Dimensional International Core Equity Market ETF worth $1.08M as of Q2 2026.
AssuredPartners Investment Advisors bought 2,783 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $115K.
Dimensional International Core Equity Market ETF made up 0.1% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #189 holding.
AssuredPartners Investment Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
831 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.