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
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 – 561
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 $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