DWM
DFAI

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

DWR 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
Q2 		$14.7M Buy
357,606
+26,489
+8% +$1.09M 11.01% 2
2026
Q1 		$12.5M Buy
331,117
+72,733
+28% +$2.91M 10.9% 2
2025
Q4 		$9.9M Buy
+258,384
New +$9.58M 9.18% 3

Other funds holding DFAI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

DWR Wealth Management's DFAI Position: Q2 2026 in Review

DWR Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 8% in Q2 2026, buying an estimated $1.09M and bringing the position to 357,606 shares worth $14.7M. The position accounts for 11.01% of the portfolio, ranked #2.

DWR Wealth Management first reported a position in DFAI in Q4 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • DWR Wealth Management held 357,606 shares of Dimensional International Core Equity Market ETF worth $14.7M as of Q2 2026.
  • DWR Wealth Management bought 26,489 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $1.09M.
  • Dimensional International Core Equity Market ETF made up 11.01% of DWR Wealth Management's portfolio in Q2 2026, its #2 holding.
  • DWR Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.