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
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 $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