AWM
DFAI

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

Avior 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 		$7.54M Sell
182,852
-14,762
-7% -$608K 0.2% 105
2026
Q1 		$7.7M Sell
197,614
-14,883
-7% -$595K 0.22% 96
2025
Q4 		$8.1M Sell
212,497
-28,842
-12% -$1.07M 0.25% 77
2025
Q3 		$8.77M Sell
241,339
-62,046
-20% -$2.19M 0.28% 72
2025
Q2 		$10.5M Buy
303,385
+75,306
+33% +$2.47M 0.36% 60
2025
Q1 		$7.12M Buy
228,079
+76,370
+50% +$2.36M 0.27% 70
2024
Q4 		$4.43M Buy
151,709
+82,596
+120% +$2.5M 0.16% 104
2024
Q3 		$2.2M Buy
69,113
+50,652
+274% +$1.55M 0.09% 157
2024
Q2 		$548K Buy
18,461
+12,326
+201% +$370K 0.02% 412
2024
Q1 		$185K Buy
6,135
+5,770
+1,581% +$167K 0.01% 732
2023
Q4 		$10.5K Hold
365
– – ﹤0.01% 985
2023
Q3 		$9.54K Buy
+365
New +$9.91K ﹤0.01% 1050

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