CFO
DFAI

Collective Family Office’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Collective Family Office’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 		$962K Buy
23,319
+18
+0.1% +$741 0.2% 83
2026
Q1 		$908K Sell
23,301
-354
-1% -$14.2K 0.2% 78
2025
Q4 		$902K Buy
23,655
+2,781
+13% +$103K 0.21% 81
2025
Q3 		$759K Buy
20,874
+50
+0.2% +$1.77K 0.18% 89
2025
Q2 		$720K Sell
20,824
-182
-0.9% -$5.96K 0.18% 89
2025
Q1 		$656K Buy
21,006
+385
+2% +$11.9K 0.18% 92
2024
Q4 		$602K Sell
20,621
-4
-0% -$121 0.17% 99
2024
Q3 		$655K Buy
20,625
+933
+5% +$28.6K 0.18% 95
2024
Q2 		$584K Sell
19,692
-19
-0.1% -$570 0.17% 106
2024
Q1 		$596K Sell
19,711
-434
-2% -$12.6K 0.19% 102
2023
Q4 		$577K Sell
20,145
-104
-0.5% -$2.78K 0.2% 95
2023
Q3 		$529K Buy
20,249
+542
+3% +$14.7K 0.21% 97
2023
Q2 		$538K Buy
19,707
+918
+5% +$25.1K 0.21% 94
2023
Q1 		$506K Buy
18,789
+2,960
+19% +$78.6K 0.21% 95
2022
Q4 		$396K Sell
15,829
-21,046
-57% -$505K 0.18% 109
2022
Q3 		$795K Sell
36,875
-31,222
-46% -$752K 0.4% 65
2022
Q2 		$1.64M Sell
68,097
-70,160
-51% -$1.84M 0.71% 44
2022
Q1 		$3.89M Sell
138,257
-3,867
-3% -$110K 1.49% 14
2021
Q4 		$4.2M Buy
142,124
+9,128
+7% +$269K 1.65% 12
2021
Q3 		$3.85M Buy
132,996
+8,977
+7% +$266K 1.65% 17
2021
Q2 		$3.62M Buy
124,019
+34,318
+38% +$1.01M 1.55% 16
2021
Q1 		$2.5M Buy
89,701
+37,795
+73% +$1.04M 1.22% 24
2020
Q4 		$1.38M Buy
+51,906
New +$1.35M 0.77% 34

Other funds holding DFAI

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Collective Family Office's DFAI Position: Q2 2026 in Review

Collective Family Office increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.08% in Q2 2026, buying an estimated $741 and bringing the position to 23,319 shares worth $962K. The position accounts for 0.2% of the portfolio, ranked #83.

Collective Family Office first reported a position in DFAI in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.2M in Q4 2021. 427 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Collective Family Office held 23,319 shares of Dimensional International Core Equity Market ETF worth $962K as of Q2 2026.
  • Collective Family Office bought 18 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $741.
  • Dimensional International Core Equity Market ETF made up 0.2% of Collective Family Office's portfolio in Q2 2026, its #83 holding.
  • Collective Family Office first reported a position in Dimensional International Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's Dimensional International Core Equity Market ETF position peaked at $4.2M in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.