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

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return