CIAS
DFAI

CFS Investment Advisory Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

CFS Investment Advisory Services’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 		$11.4M Buy
273,628
+75,877
+38% +$3.04M 0.79% 31
2025
Q4 		$7.54M Buy
197,751
+32,943
+20% +$1.22M 0.55% 43
2025
Q3 		$6.08M Buy
164,808
+11,624
+8% +$411K 0.45% 55
2025
Q2 		$5.3M Buy
153,184
+10,147
+7% +$332K 0.43% 57
2025
Q1 		$4.47M Buy
143,037
+2,006
+1% +$61.9K 0.4% 56
2024
Q4 		$4.12M Sell
141,031
-36
-0% -$1.09K 0.37% 61
2024
Q3 		$4.48M Buy
141,067
+573
+0.4% +$17.5K 0.38% 54
2024
Q2 		$4.17M Buy
140,494
+871
+0.6% +$26.1K 0.34% 59
2024
Q1 		$4.22M Sell
139,623
-3,879
-3% -$112K 0.71% 28
2023
Q4 		$4.11M Buy
143,502
+6,069
+4% +$162K 0.74% 25
2023
Q3 		$3.59M Buy
137,433
+18,482
+16% +$502K 0.57% 35
2023
Q2 		$3.25M Buy
118,951
+3,116
+3% +$85.3K 0.42% 43
2023
Q1 		$3.12M Buy
115,835
+9,291
+9% +$247K 0.57% 31
2022
Q4 		$2.67M Sell
106,544
-360,429
-77% -$8.65M 0.61% 25
2022
Q3 		$467K Buy
466,973
+455,260
+3,887% +$11M 0.11% 94
2022
Q2 		$283K Sell
11,713
-111,612
-91% -$2.93M 0.04% 189
2022
Q1 		$4K Buy
+123,325
New +$3.51M 0.02% 219

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 $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return