Envision Financial Planning’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Envision Financial Planning’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	$16.5M	Buy	399,885 +547	+0.1%	+$22.5K	5.37%	8
2026 Q1	$15.6M	Buy	399,338 +2,958	+0.7%	+$118K	5.63%	8
2025 Q4	$15.1M	Sell	396,380 -8,539	-2%	-$316K	5.71%	7
2025 Q3	$14.7M	Buy	404,919 +9,831	+2%	+$348K	6.24%	7
2025 Q2	$13.7M	Sell	395,088 -4,531	-1%	-$148K	6.39%	6
2025 Q1	$12.5M	Buy	399,619 +4,686	+1%	+$145K	6.36%	7
2024 Q4	$11.5M	Buy	394,933 +21,497	+6%	+$652K	5.96%	7
2024 Q3	$11.9M	Buy	373,436 +47,325	+15%	+$1.45M	6.25%	7
2024 Q2	$9.68M	Buy	326,111 +14,275	+5%	+$428K	7.39%	7
2024 Q1	$9.42M	Buy	311,836 +11,638	+4%	+$337K	7.61%	7
2023 Q4	$8.6M	Sell	300,198 -5,288	-2%	-$141K	7.53%	6
2023 Q3	$7.98M	Buy	+305,486	New	+$8.3M	7.9%	7

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envision Financial Planning's DFAI Position: Q2 2026 in Review

Envision Financial Planning increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.14% in Q2 2026, buying an estimated $22.5K and bringing the position to 399,885 shares worth $16.5M. The position accounts for 5.37% of the portfolio, ranked #8.

Envision Financial Planning first reported a position in DFAI in Q3 2023 and has held it in 12 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Envision Financial Planning held 399,885 shares of Dimensional International Core Equity Market ETF worth $16.5M as of Q2 2026.
Envision Financial Planning bought 547 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $22.5K.
Dimensional International Core Equity Market ETF made up 5.37% of Envision Financial Planning's portfolio in Q2 2026, its #8 holding.
Envision Financial Planning first reported a position in Dimensional International Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.