CFA
DFAI

CWS Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

CWS Financial 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
Q1 		$6.31M Buy
161,857
+145,503
+890% +$5.82M 1.62% 13
2025
Q4 		$623K Buy
+16,354
New +$606K 0.17% 79

Other funds holding DFAI

Envestnet Asset Management
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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CWS Financial Advisors's DFAI Position: Q1 2026 in Review

CWS Financial Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 890% in Q1 2026, buying an estimated $5.82M and bringing the position to 161,857 shares worth $6.31M. The position accounts for 1.62% of the portfolio, ranked #13.

CWS Financial Advisors first reported a position in DFAI in Q4 2025 and has held it in 2 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • CWS Financial Advisors held 161,857 shares of Dimensional International Core Equity Market ETF worth $6.31M as of Q1 2026.
  • CWS Financial Advisors bought 145,503 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $5.82M.
  • Dimensional International Core Equity Market ETF made up 1.62% of CWS Financial Advisors's portfolio in Q1 2026, its #13 holding.
  • CWS Financial Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.