Avidian Wealth Enterprises’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Avidian Wealth Enterprises’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	$1.95M	Sell	50,093 -17	-0%	-$680	0.06%	196
2025 Q4	$1.91M	Hold	50,110	–	–	0.07%	152
2025 Q3	$1.82M	Sell	50,110 -215	-0.4%	-$7.6K	0.07%	151
2025 Q2	$1.74M	Hold	50,325	–	–	0.07%	145
2025 Q1	$1.57M	Sell	50,325 -7,047	-12%	-$218K	0.07%	146
2024 Q4	$1.68M	Sell	57,372 -656	-1%	-$19.9K	0.08%	140
2024 Q3	$1.84M	Buy	58,028 +338	+0.6%	+$10.3K	0.08%	126
2024 Q2	$1.71M	Buy	+57,690	New	+$1.73M	0.07%	133

Other funds holding DFAI

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 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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Avidian Wealth Enterprises's DFAI Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.03% in Q1 2026, selling an estimated $680 and leaving 50,093 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #196.

Avidian Wealth Enterprises first reported a position in DFAI in Q2 2024 and has held it in 8 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Avidian Wealth Enterprises held 50,093 shares of Dimensional International Core Equity Market ETF worth $1.95M as of Q1 2026.
Avidian Wealth Enterprises sold 17 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $680.
Dimensional International Core Equity Market ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #196 holding.
Avidian Wealth Enterprises first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and has held it in 8 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.