CI
DFAI

CX Institutional’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

CX Institutional’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 		– Sell
-70
Closed -$3K – 1587
2026
Q1 		$3K Sell
70
-1,452
-95% -$58.1K ﹤0.01% 1398
2025
Q4 		$58K Sell
1,522
-324
-18% -$12K ﹤0.01% 949
2025
Q3 		$67K Sell
1,846
-204
-10% -$7.21K ﹤0.01% 892
2025
Q2 		$71K Sell
2,050
-94,593
-98% -$3.1M ﹤0.01% 808
2025
Q1 		$3.02M Sell
96,643
-98,858
-51% -$3.05M 0.11% 152
2024
Q4 		$5.71M Buy
195,501
+45,920
+31% +$1.39M 0.23% 102
2024
Q3 		$4.75M Buy
149,581
+3,792
+3% +$116K 0.21% 132
2024
Q2 		$4.33M Buy
145,789
+4,064
+3% +$122K 0.2% 125
2024
Q1 		$4.28M Buy
141,725
+11,849
+9% +$343K 0.21% 123
2023
Q4 		$3.72M Buy
+129,876
New +$3.47M 0.2% 136

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
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return