BWM
DFAI

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

Birchcreek 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
Q1 		$11.3M Buy
289,049
+11,371
+4% +$455K 5.42% 5
2025
Q4 		$10.6M Buy
277,678
+266,578
+2,402% +$9.88M 5.2% 5
2025
Q3 		$403K Buy
+11,100
New +$393K 0.21% 79
2024
Q3 		– Sell
-25,172
Closed -$747K – 126
2024
Q2 		$747K Sell
25,172
-35,456
-58% -$1.06M 0.42% 55
2024
Q1 		$1.83M Buy
60,628
+1,032
+2% +$29.9K 0.96% 24
2023
Q4 		$1.71M Buy
59,596
+2,902
+5% +$77.5K 1.02% 22
2023
Q3 		$1.48M Buy
56,694
+4,975
+10% +$135K 1% 24
2023
Q2 		$1.41M Buy
51,719
+13,283
+35% +$363K 0.99% 27
2023
Q1 		$1.04M Buy
38,436
+17,892
+87% +$475K 0.82% 33
2022
Q4 		$514K Buy
20,544
+36
+0.2% +$864 0.46% 63
2022
Q3 		$442K Buy
20,508
+2,759
+16% +$66.4K 0.41% 62
2022
Q2 		$428K Buy
+17,749
New +$466K 0.38% 61

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return