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

Axxcess 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 Q1	–	Sell	-240,475	Closed	-$9.16M	–	525
2025 Q4	$9.16M	Buy	240,475 +221,678	+1,179%	+$8.22M	0.16%	129
2025 Q3	$683K	Buy	18,797 +6,686	+55%	+$236K	0.01%	542
2025 Q2	$419K	Buy	12,111 +2,880	+31%	+$94.4K	0.01%	637
2025 Q1	$288K	Buy	+9,231	New	+$285K	0.01%	698
2024 Q3	–	Sell	-9,994	Closed	-$297K	–	898
2024 Q2	$297K	Sell	9,994 -591	-6%	-$17.7K	0.01%	653
2024 Q1	$320K	Hold	10,585	–	–	0.01%	648
2023 Q4	$303K	Sell	10,585 -18,150	-63%	-$485K	0.01%	641
2023 Q3	$750K	Buy	+28,735	New	+$781K	0.03%	370

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

Axxcess Wealth Management's DFAI Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2026, closing a stake of 240,475 shares — an estimated $9.16M sold.

Axxcess Wealth Management first reported a position in DFAI in Q3 2023 and held it in 8 quarters. The position peaked at $9.16M in Q4 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Axxcess Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 240,475 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $9.16M.
Axxcess Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q3 2023 and held it in 8 quarters.
Axxcess Wealth Management's Dimensional International Core Equity Market ETF position peaked at $9.16M in Q4 2025.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.