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 Q3	$13.5M	Buy	325,374 +10,608	+3%	+$449K	3.9%	3
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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Forza Wealth Management's DFAI Position: Q3 2026 in Review

Forza Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 3.4% in Q3 2026, buying an estimated $449K and bringing the position to 325,374 shares worth $13.5M. The position accounts for 3.9% of the portfolio, ranked #3.

Forza Wealth Management first reported a position in DFAI in Q4 2022 and has held it in 16 quarters since. 538 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Forza Wealth Management held 325,374 shares of Dimensional International Core Equity Market ETF worth $13.5M as of Q3 2026.
Forza Wealth Management bought 10,608 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $449K.
Dimensional International Core Equity Market ETF made up 3.9% of Forza Wealth Management's portfolio in Q3 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 16 quarters since.
538 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.