EWA
DFAI

EverSource Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

EverSource Wealth Advisors’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 		$12.1K Buy
311
+181
+139% +$7.24K ﹤0.01% 2813
2025
Q4 		$4.97K Hold
130
– – ﹤0.01% 3123
2025
Q3 		$4.72K Buy
130
+1
+0.8% +$35 ﹤0.01% 3179
2025
Q2 		$4.47K Buy
129
+1
+0.8% +$33 ﹤0.01% 3207
2025
Q1 		$4K Sell
128
-30
-19% -$926 ﹤0.01% 2600
2024
Q4 		$4.61K Sell
158
-331
-68% -$10K ﹤0.01% 2383
2024
Q3 		$15.5K Buy
489
+331
+209% +$10.1K ﹤0.01% 1620
2024
Q2 		$4.83K Buy
158
+1
+0.6% +$30 ﹤0.01% 2230
2024
Q1 		$4.58K Buy
157
+40
+34% +$1.16K ﹤0.01% 2090
2023
Q4 		$3.34K Buy
117
+5
+4% +$133 ﹤0.01% 2014
2023
Q3 		$2.94K Buy
112
+11
+11% +$299 ﹤0.01% 1890
2023
Q2 		$2.77K Buy
101
+56
+124% +$1.53K ﹤0.01% 1943
2023
Q1 		$1.22K Buy
45
+22
+96% +$584 ﹤0.01% 2064
2022
Q4 		$578 Buy
23
+7
+44% +$168 ﹤0.01% 2181
2022
Q3 		$0 Sell
16
-1,479
-99% -$35.6K ﹤0.01% 1998
2022
Q2 		$36K Buy
1,495
+1,490
+29,800% +$39.1K 0.01% 687
2022
Q1 		$0 Buy
+5
New +$142 ﹤0.01% 1739

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