FSWA
DFAI

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

Financial Synergies 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 		$744K Sell
19,085
-841
-4% -$33.6K 0.07% 68
2025
Q4 		$759K Buy
19,926
+15
+0.1% +$556 0.07% 62
2025
Q3 		$724K Buy
19,911
+78
+0.4% +$2.76K 0.07% 56
2025
Q2 		$686K Sell
19,833
-230
-1% -$7.54K 0.07% 57
2025
Q1 		$627K Buy
20,063
+312
+2% +$9.63K 0.08% 51
2024
Q4 		$577K Buy
19,751
+154
+0.8% +$4.67K 0.07% 49
2024
Q3 		$623K Buy
19,597
+110
+0.6% +$3.37K 0.08% 48
2024
Q2 		$578K Buy
19,487
+294
+2% +$8.82K 0.08% 48
2024
Q1 		$580K Sell
19,193
-1,460
-7% -$42.3K 0.08% 51
2023
Q4 		$517K Sell
20,653
-231
-1% -$6.17K 0.08% 49
2023
Q3 		$545K Buy
20,884
+111
+0.5% +$3.02K 0.08% 48
2023
Q2 		$568K Buy
20,773
+49
+0.2% +$1.34K 0.08% 47
2023
Q1 		$559K Buy
20,724
+71
+0.3% +$1.89K 0.08% 48
2022
Q4 		$517K Buy
20,653
+20,613
+51,533% +$495K 0.08% 49
2022
Q3 		$859 Sell
40
-3,654
-99% -$88K ﹤0.01% 318
2022
Q2 		$89.2K Buy
+3,694
New +$97K 0.01% 90

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