Concurrent Investment Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Concurrent Investment 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 Q2	$15.1M	Buy	367,111 +12,292	+3%	+$506K	0.13%	175
2026 Q1	$13.8M	Buy	354,819 +34,514	+11%	+$1.38M	0.15%	147
2025 Q4	$12.2M	Buy	320,305 +232,932	+267%	+$8.63M	0.14%	156
2025 Q3	$3.18M	Buy	87,373 +15,124	+21%	+$535K	0.05%	338
2025 Q2	$2.5M	Buy	72,249 +53,099	+277%	+$1.74M	0.05%	376
2025 Q1	$598K	Sell	19,150 -3,603	-16%	-$111K	0.01%	695
2024 Q4	$664K	Buy	+22,753	New	+$690K	0.02%	596

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concurrent Investment Advisors's DFAI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 3.5% in Q2 2026, buying an estimated $506K and bringing the position to 367,111 shares worth $15.1M. The position accounts for 0.13% of the portfolio, ranked #175.

Concurrent Investment Advisors first reported a position in DFAI in Q4 2024 and has held it in 7 quarters since. 831 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Concurrent Investment Advisors held 367,111 shares of Dimensional International Core Equity Market ETF worth $15.1M as of Q2 2026.
Concurrent Investment Advisors bought 12,292 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $506K.
Dimensional International Core Equity Market ETF made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #175 holding.
Concurrent Investment Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
831 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.