EWM
DFAI

Evermay Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Evermay Wealth Management’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 		$17M Buy
436,189
+68,783
+19% +$2.75M 1.88% 11
2025
Q4 		$14M Buy
367,406
+41,217
+13% +$1.53M 1.57% 12
2025
Q3 		$11.9M Buy
326,189
+102,564
+46% +$3.63M 1.36% 14
2025
Q2 		$7.73M Buy
223,625
+116,171
+108% +$3.81M 0.95% 19
2025
Q1 		$3.36M Buy
107,454
+13,993
+15% +$432K 0.44% 27
2024
Q4 		$2.73M Buy
93,461
+44,633
+91% +$1.35M 0.41% 36
2024
Q3 		$1.55M Buy
48,828
+1,051
+2% +$32.2K 0.25% 53
2024
Q2 		$1.42M Sell
47,777
-408
-0.8% -$12.2K 0.23% 56
2024
Q1 		$1.46M Buy
48,185
+2,006
+4% +$58.1K 0.22% 55
2023
Q4 		$1.32M Buy
46,179
+4,288
+10% +$114K 0.24% 44
2023
Q3 		$1.09M Buy
41,891
+12,591
+43% +$342K 0.22% 53
2023
Q2 		$800K Buy
29,300
+17,519
+149% +$479K 0.15% 69
2023
Q1 		$317K Sell
11,781
-1,294
-10% -$34.4K 0.06% 127
2022
Q4 		$327K Buy
13,075
+10,002
+325% +$240K 0.07% 129
2022
Q3 		$66K Sell
3,073
-475
-13% -$11.4K 0.01% 257
2022
Q2 		$86K Sell
3,548
-517
-13% -$13.6K 0.02% 229
2022
Q1 		$114K Buy
4,065
+110
+3% +$3.13K 0.02% 244
2021
Q4 		$117K Buy
3,955
+1,045
+36% +$30.8K 0.02% 217
2021
Q3 		$84K Buy
2,910
+245
+9% +$7.25K 0.02% 228
2021
Q2 		$78K Buy
+2,665
New +$78.1K 0.01% 238

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 $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Evermay Wealth Management's DFAI Position: Q1 2026 in Review

Evermay Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 19% in Q1 2026, buying an estimated $2.75M and bringing the position to 436,189 shares worth $17M. The position accounts for 1.88% of the portfolio, ranked #11.

Evermay Wealth Management first reported a position in DFAI in Q2 2021 and has held it in 20 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Evermay Wealth Management held 436,189 shares of Dimensional International Core Equity Market ETF worth $17M as of Q1 2026.
  • Evermay Wealth Management bought 68,783 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $2.75M.
  • Dimensional International Core Equity Market ETF made up 1.88% of Evermay Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Evermay Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2021 and has held it in 20 quarters since.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.