Forum Private Client Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Forum Private Client Group’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	$29M	Buy	702,969 +65,186	+10%	+$2.68M	8.63%	3
2026 Q1	$24.9M	Buy	637,783 +62,403	+11%	+$2.5M	8.29%	3
2025 Q4	$21.9M	Buy	575,380 +47,831	+9%	+$1.77M	7.47%	4
2025 Q3	$19.2M	Buy	527,549 +36,424	+7%	+$1.29M	6.83%	5
2025 Q2	$17M	Buy	491,125 +37,260	+8%	+$1.22M	6.54%	5
2025 Q1	$14.2M	Buy	453,865 +30,692	+7%	+$948K	6.15%	5
2024 Q4	$12.4M	Buy	423,173 +32,175	+8%	+$975K	5.5%	6
2024 Q3	$12.4M	Buy	390,998 +10,517	+3%	+$322K	5.52%	6
2024 Q2	$11.3M	Buy	380,481 +11,638	+3%	+$349K	5.37%	7
2024 Q1	$11.1M	Buy	368,843 +20,782	+6%	+$602K	5.39%	7
2023 Q4	$9.97M	Buy	+348,061	New	+$9.29M	5.2%	7
2023 Q3	–	Sell	-231,498	Closed	-$6.32M	–	12
2023 Q2	$6.32M	Buy	231,498 +54,073	+30%	+$1.48M	3.62%	10
2023 Q1	$4.78M	Buy	177,425 +9,693	+6%	+$258K	3.02%	11
2022 Q4	$4.2M	Buy	167,732 +31,091	+23%	+$746K	2.9%	11
2022 Q3	$2.95M	Buy	136,641 +33,017	+32%	+$795K	2.2%	14
2022 Q2	$2.5M	Buy	103,624 +21,405	+26%	+$562K	1.82%	19
2022 Q1	$2.31M	Buy	+82,219	New	+$2.34M	1.8%	18

Other funds holding DFAI

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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forum Private Client Group's DFAI Position: Q2 2026 in Review

Forum Private Client Group increased its Dimensional International Core Equity Market ETF (DFAI) stake by 10% in Q2 2026, buying an estimated $2.68M and bringing the position to 702,969 shares worth $29M. The position accounts for 8.63% of the portfolio, ranked #3.

Forum Private Client Group first reported a position in DFAI in Q1 2022 and has held it in 17 quarters since. 827 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Forum Private Client Group held 702,969 shares of Dimensional International Core Equity Market ETF worth $29M as of Q2 2026.
Forum Private Client Group bought 65,186 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $2.68M.
Dimensional International Core Equity Market ETF made up 8.63% of Forum Private Client Group's portfolio in Q2 2026, its #3 holding.
Forum Private Client Group first reported a position in Dimensional International Core Equity Market ETF in Q1 2022 and has held it in 17 quarters since.
827 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.