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
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 $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return