FPI
DFAI

Financial Plan Inc’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Financial Plan Inc’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 		$3.36M Sell
86,120
-1,052
-1% -$42.1K 0.36% 29
2025
Q4 		$3.32M Buy
+87,172
New +$3.23M 0.38% 29

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 $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 $1.24B AUM 25.26% 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

Financial Plan Inc's DFAI Position: Q1 2026 in Review

Financial Plan Inc reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 1.2% in Q1 2026, selling an estimated $42.1K and leaving 86,120 shares worth $3.36M. The position accounts for 0.36% of the portfolio, ranked #29.

Financial Plan Inc first reported a position in DFAI in Q4 2025 and has held it in 2 quarters since. 793 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Financial Plan Inc held 86,120 shares of Dimensional International Core Equity Market ETF worth $3.36M as of Q1 2026.
  • Financial Plan Inc sold 1,052 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $42.1K.
  • Dimensional International Core Equity Market ETF made up 0.36% of Financial Plan Inc's portfolio in Q1 2026, its #29 holding.
  • Financial Plan Inc first reported a position in Dimensional International Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 793 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.