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Compass Financial Group (South Dakota)’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Compass Financial Group (South Dakota)’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
Q3 		$3.96M Buy
95,629
+8,941
+10% +$379K 0.43% 24
2026
Q2 		$3.58M Buy
86,688
+18,921
+28% +$779K 0.41% 23
2026
Q1 		$2.64M Buy
67,767
+14,399
+27% +$576K 0.37% 23
2025
Q4 		$2.03M Buy
53,368
+6,393
+14% +$237K 0.29% 26
2025
Q3 		$1.71M Buy
46,975
+11,223
+31% +$397K 0.26% 27
2025
Q2 		$1.24M Buy
35,752
+12,435
+53% +$407K 0.2% 32
2025
Q1 		$728K Buy
23,317
+2,369
+11% +$73.1K 0.14% 43
2024
Q4 		$612K Buy
20,948
+1,372
+7% +$41.6K 0.12% 48
2024
Q3 		$622K Buy
19,576
+3,027
+18% +$92.6K 0.12% 49
2024
Q2 		$491K Buy
16,549
+4,177
+34% +$125K 0.11% 52
2024
Q1 		$374K Buy
12,372
+1,469
+13% +$42.5K 0.09% 60
2023
Q4 		$312K Buy
10,903
+3,162
+41% +$84.4K 0.08% 66
2023
Q3 		$202K Buy
+7,741
New +$210K 0.06% 89

Other funds holding DFAI

MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Compass Financial Group (South Dakota)'s DFAI Position: Q3 2026 in Review

Compass Financial Group (South Dakota) increased its Dimensional International Core Equity Market ETF (DFAI) stake by 10% in Q3 2026, buying an estimated $379K and bringing the position to 95,629 shares worth $3.96M. The position accounts for 0.43% of the portfolio, ranked #24.

Compass Financial Group (South Dakota) first reported a position in DFAI in Q3 2023 and has held it in 13 quarters since. 85 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • Compass Financial Group (South Dakota) held 95,629 shares of Dimensional International Core Equity Market ETF worth $3.96M as of Q3 2026.
  • Compass Financial Group (South Dakota) bought 8,941 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $379K.
  • Dimensional International Core Equity Market ETF made up 0.43% of Compass Financial Group (South Dakota)'s portfolio in Q3 2026, its #24 holding.
  • Compass Financial Group (South Dakota) first reported a position in Dimensional International Core Equity Market ETF in Q3 2023 and has held it in 13 quarters since.
  • 85 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q3 2026, filed 13 Oct 2026.