BAM
DFAI

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

BOS 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 		$964K Sell
23,379
-73
-0.3% -$3K 0.22% 79
2026
Q1 		$914K Buy
23,452
+5
+0% +$200 0.23% 80
2025
Q4 		$894K Buy
23,447
+15
+0.1% +$556 0.24% 77
2025
Q3 		$852K Buy
23,432
+3,577
+18% +$127K 0.24% 75
2025
Q2 		$686K Buy
19,855
+3,874
+24% +$127K 0.22% 83
2025
Q1 		$499K Buy
15,981
+777
+5% +$24K 0.17% 92
2024
Q4 		$444K Sell
15,204
-717
-5% -$21.7K 0.16% 96
2024
Q3 		$506K Sell
15,921
-73
-0.5% -$2.23K 0.19% 86
2024
Q2 		$475K Sell
15,994
-318
-2% -$9.54K 0.22% 83
2024
Q1 		$493K Buy
16,312
+38
+0.2% +$1.1K 0.26% 67
2023
Q4 		$466K Buy
16,274
+666
+4% +$17.8K 0.32% 72
2023
Q3 		$408K Buy
15,608
+370
+2% +$10.1K 0.3% 75
2023
Q2 		$416K Buy
15,238
+749
+5% +$20.5K 0.32% 71
2023
Q1 		$390K Buy
14,489
+153
+1% +$4.07K 0.33% 71
2022
Q4 		$359K Buy
+14,336
New +$344K 0.32% 80

Other funds holding DFAI

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
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return