BP
DFAI

BWM Planning’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

BWM Planning’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 		$21.7M Sell
557,089
-58,770
-10% -$2.35M 5.72% 5
2025
Q4 		$23.5M Buy
615,859
+380
+0.1% +$14.1K 6.27% 5
2025
Q3 		$22.4M Buy
615,479
+21,184
+4% +$749K 6.66% 4
2025
Q2 		$20.5M Buy
594,295
+7,230
+1% +$237K 7.08% 3
2025
Q1 		$18.3M Sell
587,065
-18,384
-3% -$568K 7.76% 2
2024
Q4 		$17.7M Sell
605,449
-13,775
-2% -$418K 7.69% 2
2024
Q3 		$19.7M Buy
+619,224
New +$19M 8.73% 1

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 $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BWM Planning's DFAI Position: Q1 2026 in Review

BWM Planning reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 9.5% in Q1 2026, selling an estimated $2.35M and leaving 557,089 shares worth $21.7M. The position accounts for 5.72% of the portfolio, ranked #5.

BWM Planning first reported a position in DFAI in Q3 2024 and has held it in 7 quarters since. The position peaked at $23.5M in Q4 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • BWM Planning held 557,089 shares of Dimensional International Core Equity Market ETF worth $21.7M as of Q1 2026.
  • BWM Planning sold 58,770 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $2.35M.
  • Dimensional International Core Equity Market ETF made up 5.72% of BWM Planning's portfolio in Q1 2026, its #5 holding.
  • BWM Planning first reported a position in Dimensional International Core Equity Market ETF in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Dimensional International Core Equity Market ETF position peaked at $23.5M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.