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 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 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 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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Forum Financial Management's DFAI Position: Q1 2026 in Review

Forum Financial Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 2.8% in Q1 2026, selling an estimated $42K and leaving 36,801 shares worth $1.43M. 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 15 quarters since. The position peaked at $1.44M in Q4 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Forum Financial Management held 36,801 shares of Dimensional International Core Equity Market ETF worth $1.43M as of Q1 2026.
Forum Financial Management sold 1,050 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $42K.
Dimensional International Core Equity Market ETF made up 0.02% of Forum Financial Management's portfolio in Q1 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 15 quarters since.
Forum Financial Management's Dimensional International Core Equity Market ETF position peaked at $1.44M in Q4 2025.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.