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

Curated Wealth Partners’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	$30.3M	Buy	735,149 +31,280	+4%	+$1.29M	3.51%	5
2026 Q1	$27.4M	Buy	703,869 +43,855	+7%	+$1.75M	3.46%	5
2025 Q4	$25.2M	Buy	660,014 +34,027	+5%	+$1.26M	2.72%	5
2025 Q3	$22.8M	Buy	625,987 +10,608	+2%	+$375K	2.75%	5
2025 Q2	$21.3M	Buy	615,379 +28,176	+5%	+$923K	2.49%	5
2025 Q1	$18.3M	Buy	587,203 +26,475	+5%	+$817K	2.37%	5
2024 Q4	$16.4M	Buy	560,728 +28,062	+5%	+$851K	1.87%	5
2024 Q3	$16.9M	Buy	532,666 +32,686	+7%	+$1M	2.17%	5
2024 Q2	$14.8M	Buy	+499,980	New	+$15M	2.07%	5

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Curated Wealth Partners's DFAI Position: Q2 2026 in Review

Curated Wealth Partners increased its Dimensional International Core Equity Market ETF (DFAI) stake by 4.4% in Q2 2026, buying an estimated $1.29M and bringing the position to 735,149 shares worth $30.3M. The position accounts for 3.51% of the portfolio, ranked #5.

Curated Wealth Partners first reported a position in DFAI in Q2 2024 and has held it in 9 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Curated Wealth Partners held 735,149 shares of Dimensional International Core Equity Market ETF worth $30.3M as of Q2 2026.
Curated Wealth Partners bought 31,280 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $1.29M.
Dimensional International Core Equity Market ETF made up 3.51% of Curated Wealth Partners's portfolio in Q2 2026, its #5 holding.
Curated Wealth Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.