CWM
DFAI

CarsonAllaria Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

CarsonAllaria Wealth 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
Q1 		$1.98M Buy
50,756
+743
+1% +$29.7K 0.98% 22
2025
Q4 		$1.91M Buy
50,013
+175
+0.4% +$6.49K 0.95% 23
2025
Q3 		$1.81M Buy
49,838
+1,842
+4% +$65.1K 0.94% 23
2025
Q2 		$1.66M Buy
47,996
+37
+0.1% +$1.21K 0.89% 24
2025
Q1 		$1.5M Sell
47,959
-237
-0.5% -$7.32K 0.87% 24
2024
Q4 		$1.41M Buy
48,196
+890
+2% +$27K 0.81% 25
2024
Q3 		$1.5M Buy
47,306
+140
+0.3% +$4.29K 0.86% 24
2024
Q2 		$1.4M Buy
47,166
+533
+1% +$16K 0.86% 25
2024
Q1 		$1.41M Buy
46,633
+537
+1% +$15.6K 0.89% 24
2023
Q4 		$1.32M Buy
46,096
+2,417
+6% +$64.5K 0.95% 23
2023
Q3 		$1.14M Buy
43,679
+428
+1% +$11.6K 0.93% 23
2023
Q2 		$1.18M Buy
43,251
+3,047
+8% +$83.4K 0.93% 23
2023
Q1 		$1.08M Buy
40,204
+2,363
+6% +$62.8K 0.91% 22
2022
Q4 		$948K Buy
37,841
+11,760
+45% +$282K 0.83% 23
2022
Q3 		$563K Sell
26,081
-309,029
-92% -$7.44M 0.52% 25
2022
Q2 		$809K Buy
335,110
+313,333
+1,439% +$8.23M 0.76% 22
2022
Q1 		$613K Buy
21,777
+9,482
+77% +$270K 0.55% 28
2021
Q4 		$364K Buy
+12,295
New +$362K 0.32% 41

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

CarsonAllaria Wealth Management's DFAI Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 1.5% in Q1 2026, buying an estimated $29.7K and bringing the position to 50,756 shares worth $1.98M. The position accounts for 0.98% of the portfolio, ranked #22.

CarsonAllaria Wealth Management first reported a position in DFAI in Q4 2021 and has held it in 18 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • CarsonAllaria Wealth Management held 50,756 shares of Dimensional International Core Equity Market ETF worth $1.98M as of Q1 2026.
  • CarsonAllaria Wealth Management bought 743 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $29.7K.
  • Dimensional International Core Equity Market ETF made up 0.98% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #22 holding.
  • CarsonAllaria Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.