EFG
DFAI

Ethos Financial Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Ethos Financial Group’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
Q2 		– Sell
-8,437
Closed -$246K – 485
2025
Q1 		$246K Hold
8,437
– – 0.02% 351
2024
Q4 		$246K Buy
8,437
+661
+9% +$20K 0.03% 252
2024
Q3 		$247K Buy
7,776
+24
+0.3% +$735 0.04% 234
2024
Q2 		$230K Buy
+7,752
New +$233K 0.04% 241

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 $570B AUM 27.57% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ethos Financial Group's DFAI Position: Q2 2025 in Review

Ethos Financial Group sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2025, closing a stake of 8,437 shares — an estimated $246K sold.

Ethos Financial Group first reported a position in DFAI in Q2 2024 and held it in 4 quarters. The position peaked at $247K in Q3 2024. 636 funds tracked by Wall St. Rank hold DFAI as of Q2 2025.

  • Ethos Financial Group reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2025 after selling out during the quarter.
  • Ethos Financial Group sold 8,437 Dimensional International Core Equity Market ETF shares in Q2 2025, an estimated $246K.
  • Ethos Financial Group first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and held it in 4 quarters.
  • Ethos Financial Group's Dimensional International Core Equity Market ETF position peaked at $247K in Q3 2024.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.