BWM
DFAI

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

BAM 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 		$961K Sell
23,299
-2,749
-11% -$113K 0.6% 38
2026
Q1 		$1.01M Sell
26,048
-964
-4% -$38.6K 0.76% 28
2025
Q4 		$1.03M Sell
27,012
-4,015
-13% -$149K 0.74% 33
2025
Q3 		$1.13M Buy
+31,027
New +$1.1M 0.87% 24

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BAM Wealth Management's DFAI Position: Q2 2026 in Review

BAM Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 11% in Q2 2026, selling an estimated $113K and leaving 23,299 shares worth $961K. The position accounts for 0.6% of the portfolio, ranked #38.

BAM Wealth Management first reported a position in DFAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 527 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • BAM Wealth Management held 23,299 shares of Dimensional International Core Equity Market ETF worth $961K as of Q2 2026.
  • BAM Wealth Management sold 2,749 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $113K.
  • Dimensional International Core Equity Market ETF made up 0.6% of BAM Wealth Management's portfolio in Q2 2026, its #38 holding.
  • BAM Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Dimensional International Core Equity Market ETF position peaked at $1.13M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.