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 Q2	$23.4M	Buy	568,312 +11,223	+2%	+$462K	5.44%	5
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 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

BWM Planning's DFAI Position: Q2 2026 in Review

BWM Planning increased its Dimensional International Core Equity Market ETF (DFAI) stake by 2% in Q2 2026, buying an estimated $462K and bringing the position to 568,312 shares worth $23.4M. The position accounts for 5.44% of the portfolio, ranked #5.

BWM Planning first reported a position in DFAI in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.5M in Q4 2025. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

BWM Planning held 568,312 shares of Dimensional International Core Equity Market ETF worth $23.4M as of Q2 2026.
BWM Planning bought 11,223 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $462K.
Dimensional International Core Equity Market ETF made up 5.44% of BWM Planning's portfolio in Q2 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 8 quarters since.
BWM Planning's Dimensional International Core Equity Market ETF position peaked at $23.5M in Q4 2025.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.