Cascade Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Cascade Wealth Advisors’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	$5.33M	Buy	123,050 +31,914	+35%	+$1.31M	2.14%	19
2026 Q1	$3.79M	Buy	91,136 +6,153	+7%	+$246K	1.67%	21
2025 Q4	$3.43M	Buy	84,983 +14,273	+20%	+$529K	1.58%	22
2025 Q3	$2.62M	Buy	70,710 +37,112	+110%	+$1.31M	1.29%	20
2025 Q2	$1.18M	Buy	33,598 +18,216	+118%	+$597K	0.67%	26
2025 Q1	$475K	Sell	15,382 -4,902	-24%	-$151K	0.33%	32
2024 Q4	$592K	Sell	20,284 -3,470	-15%	-$105K	0.4%	29
2024 Q3	$755K	Sell	23,754 -1,291	-5%	-$39.5K	0.54%	28
2024 Q2	$748K	Sell	25,045 -20,324	-45%	-$610K	0.55%	29
2024 Q1	$1.33M	Buy	+45,369	New	+$1.31M	1.13%	25

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

Cascade Wealth Advisors's DFAI Position: Q2 2026 in Review

Cascade Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 35% in Q2 2026, buying an estimated $1.31M and bringing the position to 123,050 shares worth $5.33M. The position accounts for 2.14% of the portfolio, ranked #19.

Cascade Wealth Advisors first reported a position in DFAI in Q1 2024 and has held it in 10 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Cascade Wealth Advisors held 123,050 shares of Dimensional International Core Equity Market ETF worth $5.33M as of Q2 2026.
Cascade Wealth Advisors bought 31,914 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $1.31M.
Dimensional International Core Equity Market ETF made up 2.14% of Cascade Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Cascade Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.