DWM
DFAI

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

David 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
2025
Q2 		$1.44M Sell
41,685
-1,332
-3% -$43.6K 1.07% 12
2025
Q1 		$1.34M Buy
43,017
+146
+0.3% +$4.51K 1.12% 12
2024
Q4 		$1.25M Buy
+42,871
New +$1.3M 1.03% 12

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

David Wealth Management's DFAI Position: Q2 2025 in Review

David Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 3.1% in Q2 2025, selling an estimated $43.6K and leaving 41,685 shares worth $1.44M. The position accounts for 1.07% of the portfolio, ranked #12.

David Wealth Management first reported a position in DFAI in Q4 2024 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold DFAI as of Q2 2025.

  • David Wealth Management held 41,685 shares of Dimensional International Core Equity Market ETF worth $1.44M as of Q2 2025.
  • David Wealth Management sold 1,332 Dimensional International Core Equity Market ETF shares in Q2 2025, an estimated $43.6K.
  • Dimensional International Core Equity Market ETF made up 1.07% of David Wealth Management's portfolio in Q2 2025, its #12 holding.
  • David Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.