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
Q2 		$19.1M Buy
462,789
+26,600
+6% +$1.09M 1.97% 12
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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evermay Wealth Management's DFAI Position: Q2 2026 in Review

Evermay Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 6.1% in Q2 2026, buying an estimated $1.09M and bringing the position to 462,789 shares worth $19.1M. The position accounts for 1.97% of the portfolio, ranked #12.

Evermay Wealth Management first reported a position in DFAI in Q2 2021 and has held it in 21 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Evermay Wealth Management held 462,789 shares of Dimensional International Core Equity Market ETF worth $19.1M as of Q2 2026.
  • Evermay Wealth Management bought 26,600 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $1.09M.
  • Dimensional International Core Equity Market ETF made up 1.97% of Evermay Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Evermay Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.