CSPIA
DFAI

Cary Street Partners Investment Advisory’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Cary Street Partners Investment Advisory’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 		$562K Buy
13,631
+2,634
+24% +$108K 0.11% 183
2026
Q1 		$428K Buy
10,997
+203
+2% +$8.12K 0.11% 204
2025
Q4 		$411K Hold
10,794
– – 0.11% 195
2025
Q3 		$392K Buy
+10,794
New +$382K 0.16% 135

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
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Cary Street Partners Investment Advisory's DFAI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Dimensional International Core Equity Market ETF (DFAI) stake by 24% in Q2 2026, buying an estimated $108K and bringing the position to 13,631 shares worth $562K. The position accounts for 0.11% of the portfolio, ranked #183.

Cary Street Partners Investment Advisory first reported a position in DFAI in Q3 2025 and has held it in 4 quarters since. 695 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Cary Street Partners Investment Advisory held 13,631 shares of Dimensional International Core Equity Market ETF worth $562K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 2,634 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $108K.
  • Dimensional International Core Equity Market ETF made up 0.11% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #183 holding.
  • Cary Street Partners Investment Advisory first reported a position in Dimensional International Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 695 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.