EFG
DFAI

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

Everhart 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
2026
Q2 		$49.8M Buy
1,206,275
+174,383
+17% +$7.18M 3.18% 9
2026
Q1 		$40.2M Buy
1,031,892
+183,033
+22% +$7.32M 3.42% 5
2025
Q4 		$32.4M Buy
848,859
+223,537
+36% +$8.28M 3% 6
2025
Q3 		$22.7M Buy
625,322
+224,326
+56% +$7.93M 2.28% 8
2025
Q2 		$13.9M Buy
400,996
+246,336
+159% +$8.07M 1.6% 8
2025
Q1 		$4.83M Buy
+154,660
New +$4.78M 0.66% 20

Other funds holding DFAI

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return