CWP
DFAI

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
2024
Q2 		– Sell
-177,046
Closed -$5.35M – 171
2024
Q1 		$5.35M Buy
+177,046
New +$5.13M 0.79% 10

Other funds holding DFAI

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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 279% in Q2 2026, buying an estimated $80.8M and bringing the position to 2,667,536 shares worth $9.23M. The position accounts for 1.19% of the portfolio, ranked #7.

Curated Wealth Partners first reported a position in DFAI in Q2 2024 and has held it in 9 quarters since. The position peaked at $27.4M in Q1 2026. 333 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Curated Wealth Partners held 2,667,536 shares of Dimensional International Core Equity Market ETF worth $9.23M as of Q2 2026.
  • Curated Wealth Partners bought 1,963,667 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $80.8M.
  • Dimensional International Core Equity Market ETF made up 1.19% of Curated Wealth Partners's portfolio in Q2 2026, its #7 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.
  • Curated Wealth Partners's Dimensional International Core Equity Market ETF position peaked at $27.4M in Q1 2026.
  • 333 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.