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 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 $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 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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cascade Wealth Advisors's DFAI Position: Q1 2026 in Review

Cascade Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 7.2% in Q1 2026, buying an estimated $246K and bringing the position to 91,136 shares worth $3.79M. The position accounts for 1.67% of the portfolio, ranked #21.

Cascade Wealth Advisors first reported a position in DFAI in Q1 2024 and has held it in 9 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Cascade Wealth Advisors held 91,136 shares of Dimensional International Core Equity Market ETF worth $3.79M as of Q1 2026.
Cascade Wealth Advisors bought 6,153 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $246K.
Dimensional International Core Equity Market ETF made up 1.67% of Cascade Wealth Advisors's portfolio in Q1 2026, its #21 holding.
Cascade Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q1 2024 and has held it in 9 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.