Forthright Family Wealth Advisory’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Forthright Family Wealth Advisory’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	$521K	Sell	12,621 -16,749	-57%	-$689K	0.29%	36
2026 Q1	$888K	Buy	29,370 +16,780	+133%	+$671K	0.6%	30
2025 Q4	$480K	Buy	12,590 +242	+2%	+$8.97K	0.3%	33
2025 Q3	$449K	Buy	12,348 +4	+0%	+$141	0.28%	42
2025 Q2	$427K	Sell	12,344 -37	-0.3%	-$1.21K	0.27%	36
2025 Q1	$387K	Hold	12,381	–	–	0.26%	38
2024 Q4	$362K	Buy	12,381 +373	+3%	+$11.3K	0.24%	43
2024 Q3	$368K	Sell	12,008 -14,380	-54%	-$440K	0.24%	43
2024 Q2	$783K	Sell	26,388 -2,982	-10%	-$89.5K	0.5%	33
2024 Q1	$888K	Buy	29,370 +1,989	+7%	+$57.6K	0.6%	30
2023 Q4	$784K	Buy	+27,381	New	+$731K	0.61%	29

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

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 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

Forthright Family Wealth Advisory's DFAI Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 57% in Q2 2026, selling an estimated $689K and leaving 12,621 shares worth $521K. The position accounts for 0.29% of the portfolio, ranked #36.

Forthright Family Wealth Advisory first reported a position in DFAI in Q4 2023 and has held it in 11 quarters since. The position peaked at $888K in Q1 2026. 427 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Forthright Family Wealth Advisory held 12,621 shares of Dimensional International Core Equity Market ETF worth $521K as of Q2 2026.
Forthright Family Wealth Advisory sold 16,749 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $689K.
Dimensional International Core Equity Market ETF made up 0.29% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #36 holding.
Forthright Family Wealth Advisory first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Dimensional International Core Equity Market ETF position peaked at $888K in Q1 2026.
427 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.