BWMG
DFAI

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

Bannerman Wealth Management Group’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 		$15.3M Buy
369,700
+18,627
+5% +$767K 8.9% 4
2026
Q1 		$13.7M Buy
351,073
+22,267
+7% +$891K 9.22% 3
2025
Q4 		$12.5M Buy
328,806
+7,649
+2% +$283K 8.88% 3
2025
Q3 		$11.7M Buy
321,157
+9,730
+3% +$344K 8.6% 3
2025
Q2 		$10.8M Sell
311,427
-6,227
-2% -$204K 8.26% 4
2025
Q1 		$9.92M Buy
317,654
+10,437
+3% +$322K 8.1% 4
2024
Q4 		$8.97M Buy
+307,217
New +$9.31M 7.42% 4

Other funds holding DFAI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 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

Bannerman Wealth Management Group's DFAI Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Dimensional International Core Equity Market ETF (DFAI) stake by 5.3% in Q2 2026, buying an estimated $767K and bringing the position to 369,700 shares worth $15.3M. The position accounts for 8.9% of the portfolio, ranked #4.

Bannerman Wealth Management Group first reported a position in DFAI in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Bannerman Wealth Management Group held 369,700 shares of Dimensional International Core Equity Market ETF worth $15.3M as of Q2 2026.
  • Bannerman Wealth Management Group bought 18,627 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $767K.
  • Dimensional International Core Equity Market ETF made up 8.9% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #4 holding.
  • Bannerman Wealth Management Group first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 189 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.