Guardian Wealth Advisors (North Carolina)’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$13.5M	Buy	345,655 +4,546	+1%	+$182K	0.85%	25
2025 Q4	$13M	Sell	341,109 -3,209	-0.9%	-$119K	0.81%	30
2025 Q3	$12.5M	Sell	344,318 -70	-0%	-$2.48K	0.81%	29
2025 Q2	$11.9M	Buy	344,388 +8,049	+2%	+$264K	0.84%	27
2025 Q1	$10.5M	Buy	336,339 +2,681	+0.8%	+$82.8K	0.84%	27
2024 Q4	$9.74M	Buy	333,658 +7,394	+2%	+$224K	0.77%	29
2024 Q3	$10.4M	Buy	326,264 +17,738	+6%	+$543K	1.1%	19
2024 Q2	$9.15M	Buy	308,526 +7,811	+3%	+$234K	1.07%	19
2024 Q1	$9.09M	Buy	300,715 +11,519	+4%	+$334K	1.11%	18
2023 Q4	$8.28M	Buy	289,196 +16,794	+6%	+$448K	1.26%	15
2023 Q3	$7.11M	Buy	+272,402	New	+$7.4M	1.21%	16

Other funds holding DFAI

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 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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DFAI Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Dimensional International Core Equity Market ETF (DFAI) stake by 1.3% in Q1 2026, buying an estimated $182K and bringing the position to 345,655 shares worth $13.5M. The position accounts for 0.85% of the portfolio, ranked #25.

Guardian Wealth Advisors (North Carolina) first reported a position in DFAI in Q3 2023 and has held it in 11 quarters since. 792 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 345,655 shares of Dimensional International Core Equity Market ETF worth $13.5M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 4,546 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $182K.
Dimensional International Core Equity Market ETF made up 0.85% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #25 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional International Core Equity Market ETF in Q3 2023 and has held it in 11 quarters since.
792 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.