EFA
DFAI

Edge Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Edge Financial Advisors’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
Q4 		$8.61M Buy
226,035
+10,192
+5% +$378K 3.62% 8
2025
Q3 		$7.9M Buy
215,843
+14,088
+7% +$498K 3.54% 8
2025
Q2 		$6.97M Buy
201,755
+34,973
+21% +$1.15M 3.67% 8
2025
Q1 		$5.21M Buy
166,782
+60,937
+58% +$1.88M 3.29% 9
2024
Q4 		$3.09M Buy
105,845
+28,271
+36% +$857K 2.76% 5
2024
Q3 		$2.47M Buy
77,574
+16,067
+26% +$492K 2.19% 8
2024
Q2 		$1.82M Buy
61,507
+27,849
+83% +$836K 1.89% 17
2024
Q1 		$1.02M Buy
+33,658
New +$975K 0.9% 36

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return