DWR Wealth Management
DFAI icon

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
Q3 		$16.6M Buy
397,443
+39,837
+11% +$1.69M 11.47% 2
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 +$9.6M 9.18% 3

Other funds holding DFAI

First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

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

DWR Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 11% in Q3 2026, buying an estimated $1.69M and bringing the position to 397,443 shares worth $16.6M. The position accounts for 11.47% of the portfolio, ranked #2.

DWR Wealth Management first reported a position in DFAI in Q4 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • DWR Wealth Management held 397,443 shares of Dimensional International Core Equity Market ETF worth $16.6M as of Q3 2026.
  • DWR Wealth Management bought 39,837 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $1.69M.
  • Dimensional International Core Equity Market ETF made up 11.47% of DWR Wealth Management's portfolio in Q3 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 4 quarters since.
  • 575 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

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