FWS
DFAI

FinDec Wealth Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

FinDec Wealth Services’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 		$7.16M Sell
173,603
-9,560
-5% -$393K 8.46% 5
2026
Q1 		$7.14M Sell
183,163
-29,149
-14% -$1.17M 8.73% 5
2025
Q4 		$8.09M Sell
212,312
-21,604
-9% -$801K 8.68% 5
2025
Q3 		$8.5M Sell
233,916
-10,545
-4% -$373K 8.8% 5
2025
Q2 		$8.45M Sell
244,461
-33,014
-12% -$1.08M 8.84% 5
2025
Q1 		$8.67M Buy
277,475
+164,467
+146% +$5.08M 8.57% 5
2024
Q4 		$3.3M Sell
113,008
-4,585
-4% -$139K 2.29% 16
2024
Q3 		$3.74M Buy
117,593
+3,876
+3% +$119K 2.17% 16
2024
Q2 		$3.37M Buy
113,717
+379
+0.3% +$11.4K 2.13% 16
2024
Q1 		$3.43M Sell
113,338
-954
-0.8% -$27.6K 2.15% 18
2023
Q4 		$3.27M Buy
114,292
+2,026
+2% +$54.1K 2.19% 19
2023
Q3 		$2.93M Buy
112,266
+1,233
+1% +$33.5K 2.12% 19
2023
Q2 		$3.03M Buy
111,033
+6,130
+6% +$168K 2.12% 19
2023
Q1 		$2.83M Sell
104,903
-2,662
-2% -$70.7K 2.14% 19
2022
Q4 		$2.69M Buy
+107,565
New +$2.58M 2.23% 19

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

FinDec Wealth Services's DFAI Position: Q2 2026 in Review

FinDec Wealth Services reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 5.2% in Q2 2026, selling an estimated $393K and leaving 173,603 shares worth $7.16M. The position accounts for 8.46% of the portfolio, ranked #5.

FinDec Wealth Services first reported a position in DFAI in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.67M in Q1 2025. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • FinDec Wealth Services held 173,603 shares of Dimensional International Core Equity Market ETF worth $7.16M as of Q2 2026.
  • FinDec Wealth Services sold 9,560 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $393K.
  • Dimensional International Core Equity Market ETF made up 8.46% of FinDec Wealth Services's portfolio in Q2 2026, its #5 holding.
  • FinDec Wealth Services first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • FinDec Wealth Services's Dimensional International Core Equity Market ETF position peaked at $8.67M in Q1 2025.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.