FWM
DFAI

Forteris Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Forteris Wealth Management’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 		$6.55M Buy
158,894
+5,506
+4% +$227K 5.36% 3
2026
Q1 		$5.98M Buy
153,388
+1,890
+1% +$75.6K 5.72% 2
2025
Q4 		$5.77M Buy
+151,498
New +$5.61M 5.68% 2

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Forteris Wealth Management's DFAI Position: Q2 2026 in Review

Forteris Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 3.6% in Q2 2026, buying an estimated $227K and bringing the position to 158,894 shares worth $6.55M. The position accounts for 5.36% of the portfolio, ranked #3.

Forteris Wealth Management first reported a position in DFAI in Q4 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Forteris Wealth Management held 158,894 shares of Dimensional International Core Equity Market ETF worth $6.55M as of Q2 2026.
  • Forteris Wealth Management bought 5,506 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $227K.
  • Dimensional International Core Equity Market ETF made up 5.36% of Forteris Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Forteris Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.