BWP
DFAI

BSW Wealth Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

BSW Wealth Partners’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 		$230K Sell
5,578
-196
-3% -$8.07K 0.03% 296
2026
Q1 		$225K Hold
5,774
– – 0.03% 287
2025
Q4 		$220K Hold
5,774
– – 0.03% 294
2025
Q3 		$210K Buy
+5,774
New +$204K 0.03% 309

Other funds holding DFAI

Envestnet Asset Management
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BSW Wealth Partners's DFAI Position: Q2 2026 in Review

BSW Wealth Partners reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 3.4% in Q2 2026, selling an estimated $8.07K and leaving 5,578 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #296.

BSW Wealth Partners first reported a position in DFAI in Q3 2025 and has held it in 4 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • BSW Wealth Partners held 5,578 shares of Dimensional International Core Equity Market ETF worth $230K as of Q2 2026.
  • BSW Wealth Partners sold 196 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $8.07K.
  • Dimensional International Core Equity Market ETF made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #296 holding.
  • BSW Wealth Partners first reported a position in Dimensional International Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.