BAM
DFAI

Belleair Asset Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Belleair Asset 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 		$313K Buy
7,597
+754
+11% +$31K 0.26% 67
2026
Q1 		$267K Buy
+6,843
New +$274K 0.24% 69

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

Belleair Asset Management's DFAI Position: Q2 2026 in Review

Belleair Asset Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 11% in Q2 2026, buying an estimated $31K and bringing the position to 7,597 shares worth $313K. The position accounts for 0.26% of the portfolio, ranked #67.

Belleair Asset Management first reported a position in DFAI in Q1 2026 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Belleair Asset Management held 7,597 shares of Dimensional International Core Equity Market ETF worth $313K as of Q2 2026.
  • Belleair Asset Management bought 754 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $31K.
  • Dimensional International Core Equity Market ETF made up 0.26% of Belleair Asset Management's portfolio in Q2 2026, its #67 holding.
  • Belleair Asset Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 527 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.