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

Diversify 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
2026 Q3	$19.4M	Sell	467,462 -10,831	-2%	-$459K	0.29%	61
2026 Q2	$19.9M	Buy	478,293 +7,583	+2%	+$312K	0.33%	57
2026 Q1	$18.9M	Buy	470,710 +18,140	+4%	+$726K	0.34%	59
2025 Q4	$17.8M	Sell	452,570 -17,724	-4%	-$657K	0.83%	17
2025 Q3	$17.2M	Sell	470,294 -42,860	-8%	-$1.52M	0.99%	17
2025 Q2	$18.2M	Sell	513,154 -48,869	-9%	-$1.6M	1.12%	14
2025 Q1	$18.2M	Sell	562,023 -33,312	-6%	-$1.03M	1.35%	11
2024 Q4	$17.2M	Buy	595,335 +14,413	+2%	+$437K	1.34%	13
2024 Q3	$17.7M	Buy	580,922 +17,360	+3%	+$531K	1.69%	7
2024 Q2	$16.2M	Buy	+563,562	New	+$16.9M	2.01%	7

Other funds holding DFAI

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Diversify Wealth Management's DFAI Position: Q3 2026 in Review

Diversify Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 2.3% in Q3 2026, selling an estimated $459K and leaving 467,462 shares worth $19.4M. The position accounts for 0.29% of the portfolio, ranked #61.

Diversify Wealth Management first reported a position in DFAI in Q2 2024 and has held it in 10 quarters since. The position peaked at $19.9M in Q2 2026. 287 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Diversify Wealth Management held 467,462 shares of Dimensional International Core Equity Market ETF worth $19.4M as of Q3 2026.
Diversify Wealth Management sold 10,831 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $459K.
Dimensional International Core Equity Market ETF made up 0.29% of Diversify Wealth Management's portfolio in Q3 2026, its #61 holding.
Diversify Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and has held it in 10 quarters since.
Diversify Wealth Management's Dimensional International Core Equity Market ETF position peaked at $19.9M in Q2 2026.
287 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.