Beverly Hills Private Wealth’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Beverly Hills Private Wealth’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	$492K	Sell	11,939 -12,236	-51%	-$504K	0.09%	158
2026 Q1	$942K	Hold	24,175	–	–	0.16%	129
2025 Q4	$921K	Sell	24,175 -500	-2%	-$18.5K	0.16%	129
2025 Q3	$897K	Hold	24,675	–	–	0.16%	135
2025 Q2	$853K	Sell	24,675 -100	-0.4%	-$3.28K	0.16%	137
2025 Q1	$774K	Hold	24,775	–	–	0.15%	137
2024 Q4	$723K	Sell	24,775 -9,513	-28%	-$288K	0.15%	136
2024 Q3	$1.09M	Hold	34,288	–	–	0.22%	117
2024 Q2	$1.02M	Hold	34,288	–	–	0.22%	114
2024 Q1	$1.04M	Hold	34,288	–	–	0.24%	104
2023 Q4	$982K	Hold	34,288	–	–	0.26%	89
2023 Q3	$895K	Sell	34,288 -34,288	-50%	-$931K	0.27%	91
2023 Q2	$1.88M	Buy	68,576 +34,288	+100%	+$938K	0.31%	79
2023 Q1	$924K	Hold	34,288	–	–	0.29%	89
2022 Q4	$859K	Buy	+34,288	New	+$823K	0.38%	76

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beverly Hills Private Wealth's DFAI Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 51% in Q2 2026, selling an estimated $504K and leaving 11,939 shares worth $492K. The position accounts for 0.09% of the portfolio, ranked #158.

Beverly Hills Private Wealth first reported a position in DFAI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q2 2023. 825 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Beverly Hills Private Wealth held 11,939 shares of Dimensional International Core Equity Market ETF worth $492K as of Q2 2026.
Beverly Hills Private Wealth sold 12,236 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $504K.
Dimensional International Core Equity Market ETF made up 0.09% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #158 holding.
Beverly Hills Private Wealth first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
Beverly Hills Private Wealth's Dimensional International Core Equity Market ETF position peaked at $1.88M in Q2 2023.
825 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.