FFM
DFAI

Forum Financial Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Forum Financial 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 		$1.52M Buy
36,802
+1
+0% +$41 0.02% 101
2026
Q1 		$1.43M Sell
36,801
-1,050
-3% -$42K 0.02% 101
2025
Q4 		$1.44M Buy
37,851
+1,623
+4% +$60.2K 0.02% 181
2025
Q3 		$1.32M Buy
36,228
+19
+0.1% +$672 0.02% 191
2025
Q2 		$1.25M Sell
36,209
-661
-2% -$21.7K 0.02% 182
2025
Q1 		$1.15M Buy
36,870
+135
+0.4% +$4.17K 0.02% 179
2024
Q4 		$1.07M Sell
36,735
-480
-1% -$14.6K 0.02% 198
2024
Q3 		$1.18M Buy
37,215
+428
+1% +$13.1K 0.02% 165
2024
Q2 		$1.09M Buy
36,787
+330
+0.9% +$9.9K 0.02% 160
2024
Q1 		$1.1M Sell
36,457
-1,347
-4% -$39K 0.02% 175
2023
Q4 		$1.08M Sell
37,804
-2,853
-7% -$76.2K 0.02% 158
2023
Q3 		$1.06M Sell
40,657
-1,058
-3% -$28.7K 0.02% 151
2023
Q2 		$1.14M Buy
+41,715
New +$1.14M 0.03% 144
2022
Q3 		– Sell
-11,090
Closed -$268K – 560
2022
Q2 		$268K Sell
11,090
-954
-8% -$25K 0.01% 395
2022
Q1 		$339K Buy
12,044
+1,561
+15% +$44.5K 0.02% 343
2021
Q4 		$310K Buy
+10,483
New +$309K 0.02% 403

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

Forum Financial Management's DFAI Position: Q2 2026 in Review

Forum Financial Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0% in Q2 2026, buying an estimated $41 and bringing the position to 36,802 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #101.

Forum Financial Management first reported a position in DFAI in Q4 2021 and has held it in 16 quarters since. 827 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Forum Financial Management held 36,802 shares of Dimensional International Core Equity Market ETF worth $1.52M as of Q2 2026.
  • Forum Financial Management bought 1 Dimensional International Core Equity Market ETF share in Q2 2026, an estimated $41.
  • Dimensional International Core Equity Market ETF made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #101 holding.
  • Forum Financial Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 16 quarters since.
  • 827 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.