GLLW
DFAI

Graves Light Lenhart Wealth’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Graves Light Lenhart Wealth’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 		$1.13M Buy
27,491
+159
+0.6% +$6.54K 0.11% 82
2026
Q1 		$1.06M Buy
27,332
+34
+0.1% +$1.36K 0.11% 77
2025
Q4 		$1.04M Buy
27,298
+75
+0.3% +$2.78K 0.11% 80
2025
Q3 		$990K Sell
27,223
-1,210
-4% -$42.8K 0.11% 83
2025
Q2 		$983K Buy
28,433
+926
+3% +$30.3K 0.12% 83
2025
Q1 		$859K Buy
27,507
+3,061
+13% +$94.5K 0.11% 87
2024
Q4 		$714K Buy
24,446
+13,204
+117% +$400K 0.09% 95
2024
Q3 		$357K Hold
11,242
– – 0.04% 134
2024
Q2 		$334K Hold
11,242
– – 0.04% 137
2024
Q1 		$340K Hold
11,242
– – 0.04% 139
2023
Q4 		$322K Hold
11,242
– – 0.04% 141
2023
Q3 		$291K Buy
11,242
+2,695
+32% +$73.2K 0.04% 138
2023
Q2 		$234K Hold
8,547
– – 0.03% 165
2023
Q1 		$230K Hold
8,547
– – 0.04% 150
2022
Q4 		$214K Buy
+8,547
New +$205K 0.03% 155

Other funds holding DFAI

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
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return