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 Q3	$871K	Sell	21,012 -2,287	-10%	-$96.8K	0.47%	51
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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BAM Wealth Management's DFAI Position: Q3 2026 in Review

BAM Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 9.8% in Q3 2026, selling an estimated $96.8K and leaving 21,012 shares worth $871K. The position accounts for 0.47% of the portfolio, ranked #51.

BAM Wealth Management first reported a position in DFAI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q3 2025. 687 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

BAM Wealth Management held 21,012 shares of Dimensional International Core Equity Market ETF worth $871K as of Q3 2026.
BAM Wealth Management sold 2,287 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $96.8K.
Dimensional International Core Equity Market ETF made up 0.47% of BAM Wealth Management's portfolio in Q3 2026, its #51 holding.
BAM Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q3 2025 and has held it in 5 quarters since.
BAM Wealth Management's Dimensional International Core Equity Market ETF position peaked at $1.13M in Q3 2025.
687 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.