Consilium Wealth Advisory
DFAI icon

Consilium Wealth Advisory’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Consilium Wealth Advisory’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 		$36.8M Sell
887,115
-7,779
-0.9% -$329K 10.86% 1
2026
Q2 		$36.9M Buy
894,894
+36,297
+4% +$1.49M 10.96% 1
2026
Q1 		$33.5M Buy
858,597
+218,406
+34% +$8.74M 11.41% 1
2025
Q4 		$24.4M Buy
640,191
+69,072
+12% +$2.56M 9% 1
2025
Q3 		$20.8M Buy
571,119
+45,226
+9% +$1.6M 8.01% 1
2025
Q2 		$18.2M Buy
525,893
+11,553
+2% +$379K 7.67% 3
2025
Q1 		$16.1M Buy
514,340
+12,769
+3% +$394K 8.05% 2
2024
Q4 		$14.6M Buy
501,571
+9,391
+2% +$285K 6.99% 3
2024
Q3 		$15.6M Sell
492,180
-27,090
-5% -$829K 8.54% 3
2024
Q2 		$15.4M Buy
519,270
+2,556
+0.5% +$76.7K 8.41% 2
2024
Q1 		$15.6M Buy
516,714
+19,083
+4% +$553K 8.79% 2
2023
Q4 		$14.3M Buy
497,631
+9,329
+2% +$249K 8.57% 2
2023
Q3 		$12.7M Buy
488,302
+22,555
+5% +$613K 8.93% 2
2023
Q2 		$12.7M Buy
465,747
+42,265
+10% +$1.16M 8.82% 3
2023
Q1 		$11.4M Buy
423,482
+69,791
+20% +$1.85M 9.73% 1
2022
Q4 		$8.86M Buy
353,691
+341,822
+2,880% +$8.2M 7.55% 2
2022
Q3 		$256K Buy
+11,869
New +$286K 0.29% 61

Other funds holding DFAI

SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Consilium Wealth Advisory's DFAI Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.87% in Q3 2026, selling an estimated $329K and leaving 887,115 shares worth $36.8M. The position accounts for 10.86% of the portfolio, ranked #1.

Consilium Wealth Advisory first reported a position in DFAI in Q3 2022 and has held it in 17 quarters since. The position peaked at $36.9M in Q2 2026. 445 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • Consilium Wealth Advisory held 887,115 shares of Dimensional International Core Equity Market ETF worth $36.8M as of Q3 2026.
  • Consilium Wealth Advisory sold 7,779 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $329K.
  • Dimensional International Core Equity Market ETF made up 10.86% of Consilium Wealth Advisory's portfolio in Q3 2026, its #1 holding.
  • Consilium Wealth Advisory first reported a position in Dimensional International Core Equity Market ETF in Q3 2022 and has held it in 17 quarters since.
  • Consilium Wealth Advisory's Dimensional International Core Equity Market ETF position peaked at $36.9M in Q2 2026.
  • 445 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.