Burton Enright Welch’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Burton Enright Welch’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	$2.58M	Sell	62,583 -288	-0.5%	-$11.9K	0.3%	42
2026 Q1	$2.45M	Buy	62,871 +87	+0.1%	+$3.48K	0.33%	36
2025 Q4	$2.39M	Sell	62,784 -1,062	-2%	-$39.4K	0.34%	40
2025 Q3	$2.32M	Sell	63,846 -58	-0.1%	-$2.05K	0.35%	35
2025 Q2	$2.21M	Buy	63,904 +4,789	+8%	+$157K	0.38%	37
2025 Q1	$1.85M	Sell	59,115 -22	-0%	-$679	0.38%	32
2024 Q4	$1.73M	Buy	59,137 +1	+0%	+$30	0.36%	31
2024 Q3	$1.88M	Buy	59,136 +2	+0%	+$61	0.4%	30
2024 Q2	$1.75M	Sell	59,134 -164	-0.3%	-$4.92K	0.4%	29
2024 Q1	$1.79M	Sell	59,298 -39	-0.1%	-$1.13K	0.43%	27
2023 Q4	$1.7M	Buy	59,337 +15,265	+35%	+$408K	0.45%	27
2023 Q3	$1.15M	Sell	44,072 -489	-1%	-$13.3K	0.36%	27
2023 Q2	$1.22M	Sell	44,561 -360	-0.8%	-$9.85K	0.38%	27
2023 Q1	$1.21M	Sell	44,921 -330	-0.7%	-$8.77K	0.46%	26
2022 Q4	$1.13M	Sell	45,251 -5,921	-12%	-$142K	0.47%	25
2022 Q3	$1.1M	Buy	51,172 +20,656	+68%	+$497K	0.55%	24
2022 Q2	$737K	Sell	30,516 -90,557	-75%	-$2.38M	0.44%	26
2022 Q1	$3.41M	Sell	121,073 -36,175	-23%	-$1.03M	1.88%	13
2021 Q4	$4.65M	Buy	+157,248	New	+$4.63M	3.11%	8

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

Burton Enright Welch's DFAI Position: Q2 2026 in Review

Burton Enright Welch reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.46% in Q2 2026, selling an estimated $11.9K and leaving 62,583 shares worth $2.58M. The position accounts for 0.3% of the portfolio, ranked #42.

Burton Enright Welch first reported a position in DFAI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.65M in Q4 2021. 825 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Burton Enright Welch held 62,583 shares of Dimensional International Core Equity Market ETF worth $2.58M as of Q2 2026.
Burton Enright Welch sold 288 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $11.9K.
Dimensional International Core Equity Market ETF made up 0.3% of Burton Enright Welch's portfolio in Q2 2026, its #42 holding.
Burton Enright Welch first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
Burton Enright Welch's Dimensional International Core Equity Market ETF position peaked at $4.65M in Q4 2021.
825 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.