FWM
DFAI

Forza Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Forza Wealth 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 		$13M Buy
314,766
+7,187
+2% +$296K 3.98% 3
2026
Q1 		$12M Buy
307,579
+16,230
+6% +$649K 4.17% 2
2025
Q4 		$11.1M Buy
291,349
+37,395
+15% +$1.39M 4.02% 2
2025
Q3 		$9.23M Buy
253,954
+19,845
+8% +$702K 3.54% 2
2025
Q2 		$8.09M Buy
234,109
+5,506
+2% +$180K 3.32% 2
2025
Q1 		$7.14M Buy
228,603
+62
+0% +$1.91K 3.21% 2
2024
Q4 		$6.67M Buy
228,541
+6,706
+3% +$203K 3.04% 3
2024
Q3 		$7.05M Buy
221,835
+16,870
+8% +$516K 3.23% 2
2024
Q2 		$6.08M Buy
204,965
+17,295
+9% +$519K 3.14% 3
2024
Q1 		$5.67M Buy
187,670
+16,700
+10% +$484K 2.95% 3
2023
Q4 		$4.9M Buy
170,970
+142,700
+505% +$3.81M 2.7% 4
2023
Q3 		$738K Buy
28,270
+2,375
+9% +$64.5K 0.38% 81
2023
Q2 		$707K Buy
25,895
+955
+4% +$26.1K 0.36% 89
2023
Q1 		$672K Buy
24,940
+2,640
+12% +$70.1K 0.35% 90
2022
Q4 		$558K Buy
+22,300
New +$535K 0.37% 72

Other funds holding DFAI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
LI
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Forza Wealth Management's DFAI Position: Q2 2026 in Review

Forza Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 2.3% in Q2 2026, buying an estimated $296K and bringing the position to 314,766 shares worth $13M. The position accounts for 3.98% of the portfolio, ranked #3.

Forza Wealth Management first reported a position in DFAI in Q4 2022 and has held it in 15 quarters since. 170 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Forza Wealth Management held 314,766 shares of Dimensional International Core Equity Market ETF worth $13M as of Q2 2026.
  • Forza Wealth Management bought 7,187 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $296K.
  • Dimensional International Core Equity Market ETF made up 3.98% of Forza Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Forza Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.