EFS
DFAI

Essex Financial Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Essex Financial Services’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 		$1.12M Buy
27,108
+2,554
+10% +$105K 0.06% 293
2026
Q1 		$957K Buy
24,554
+11,308
+85% +$452K 0.05% 302
2025
Q4 		$505K Buy
13,246
+3,129
+31% +$116K 0.03% 439
2025
Q3 		$368K Buy
10,117
+1,989
+24% +$70.3K 0.02% 515
2025
Q2 		$281K Hold
8,128
– – 0.02% 569
2025
Q1 		$254K Hold
8,128
– – 0.02% 538
2024
Q4 		$237K Hold
8,128
– – 0.02% 552
2024
Q3 		$250K Sell
8,128
-1,145
-12% -$35K 0.02% 540
2024
Q2 		$272K Sell
9,273
-145
-2% -$4.35K 0.02% 513
2024
Q1 		$285K Sell
9,418
-67
-0.7% -$1.94K 0.03% 433
2023
Q4 		$272K Buy
+9,485
New +$253K 0.03% 414

Other funds holding DFAI

Envestnet Asset Management
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Essex Financial Services's DFAI Position: Q2 2026 in Review

Essex Financial Services increased its Dimensional International Core Equity Market ETF (DFAI) stake by 10% in Q2 2026, buying an estimated $105K and bringing the position to 27,108 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #293.

Essex Financial Services first reported a position in DFAI in Q4 2023 and has held it in 11 quarters since. 695 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Essex Financial Services held 27,108 shares of Dimensional International Core Equity Market ETF worth $1.12M as of Q2 2026.
  • Essex Financial Services bought 2,554 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $105K.
  • Dimensional International Core Equity Market ETF made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #293 holding.
  • Essex Financial Services first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 695 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.