FS
DFAI

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

Financial Symmetry’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 		$3.63M Buy
88,094
+683
+0.8% +$28.1K 1.21% 14
2026
Q1 		$3.59M Buy
87,411
+4,762
+6% +$190K 1.27% 14
2025
Q4 		$3.15M Sell
82,649
-1,871
-2% -$69.3K 1.28% 16
2025
Q3 		$3.07M Buy
84,520
+3,918
+5% +$139K 1.38% 15
2025
Q2 		$2.79M Buy
80,602
+12,752
+19% +$418K 1.44% 12
2025
Q1 		$2.12M Buy
67,850
+3,010
+5% +$92.9K 1.3% 17
2024
Q4 		$1.89M Sell
64,840
-5,454
-8% -$165K 1.28% 14
2024
Q3 		$2.23M Buy
70,294
+2,729
+4% +$83.5K 1.56% 13
2024
Q2 		$2M Buy
67,565
+3,522
+5% +$106K 1.56% 13
2024
Q1 		$1.94M Buy
64,043
+487
+0.8% +$14.1K 1.69% 13
2023
Q4 		$1.82M Buy
+63,556
New +$1.7M 1.79% 12

Other funds holding DFAI

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Financial Symmetry's DFAI Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.78% in Q2 2026, buying an estimated $28.1K and bringing the position to 88,094 shares worth $3.63M. The position accounts for 1.21% of the portfolio, ranked #14.

Financial Symmetry first reported a position in DFAI in Q4 2023 and has held it in 11 quarters since. 408 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Financial Symmetry held 88,094 shares of Dimensional International Core Equity Market ETF worth $3.63M as of Q2 2026.
  • Financial Symmetry bought 683 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $28.1K.
  • Dimensional International Core Equity Market ETF made up 1.21% of Financial Symmetry's portfolio in Q2 2026, its #14 holding.
  • Financial Symmetry first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 408 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.