Bay Colony Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Bay Colony Advisors’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	$1.46M	Sell	35,425 -609	-2%	-$25.1K	0.16%	122
2026 Q1	$1.4M	Buy	36,034 +4,973	+16%	+$199K	0.17%	120
2025 Q4	$1.18M	Sell	31,061 -10,059	-24%	-$373K	0.14%	140
2025 Q3	$1.49M	Buy	41,120 +2,226	+6%	+$78.7K	0.18%	118
2025 Q2	$1.34M	Buy	38,894 +5,417	+16%	+$177K	0.19%	109
2025 Q1	$1.05M	Sell	33,477 -5,040	-13%	-$156K	0.16%	138
2024 Q4	$1.12M	Buy	38,517 +2,349	+6%	+$71.2K	0.17%	125
2024 Q3	$1.15M	Buy	36,168 +8,618	+31%	+$264K	0.17%	134
2024 Q2	$817K	Buy	27,550 +348	+1%	+$10.4K	0.14%	153
2024 Q1	$822K	Buy	27,202 +10,556	+63%	+$306K	0.14%	151
2023 Q4	$477K	Buy	+16,646	New	+$444K	0.09%	206

Other funds holding DFAI

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return