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

Core Wealth Management’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 Q1	$413K	Hold	10,599	–	–	0.13%	22
2025 Q4	$404K	Hold	10,599	–	–	0.13%	23
2025 Q3	$385K	Sell	10,599 -80	-0.7%	-$2.83K	0.12%	23
2025 Q2	$369K	Sell	10,679 -51	-0.5%	-$1.67K	0.13%	22
2025 Q1	$335K	Sell	10,730 -823	-7%	-$25.4K	0.13%	23
2024 Q4	$337K	Buy	+11,553	New	+$350K	0.13%	22

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Core Wealth Management's DFAI Position: Q1 2026 in Review

Core Wealth Management held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q1 2026 at 10,599 shares worth $413K. The position accounts for 0.13% of the portfolio, ranked #22.

Core Wealth Management first reported a position in DFAI in Q4 2024 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Core Wealth Management held 10,599 shares of Dimensional International Core Equity Market ETF worth $413K as of Q1 2026.
Core Wealth Management left its Dimensional International Core Equity Market ETF share count unchanged in Q1 2026.
Dimensional International Core Equity Market ETF made up 0.13% of Core Wealth Management's portfolio in Q1 2026, its #22 holding.
Core Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.