Helen Stephens Group
DFAI icon

Helen Stephens Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Helen Stephens 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
Q3 		$10.7M Sell
258,255
-2,552
-1% -$108K 1.71% 15
2026
Q2 		$10.8M Buy
260,807
+23,832
+10% +$981K 1.83% 12
2026
Q1 		$9.23M Buy
236,975
+11,646
+5% +$466K 1.84% 11
2025
Q4 		$8.59M Sell
225,329
-1,376
-0.6% -$51K 1.8% 13
2025
Q3 		$8.24M Sell
226,705
-725
-0.3% -$25.6K 1.83% 14
2025
Q2 		$7.86M Buy
227,430
+28,228
+14% +$925K 1.95% 13
2025
Q1 		$6.22M Buy
199,202
+405
+0.2% +$12.5K 1.76% 14
2024
Q4 		$5.8M Sell
198,797
-5,805
-3% -$176K 1.72% 15
2024
Q3 		$6.5M Sell
204,602
-16,196
-7% -$496K 1.97% 13
2024
Q2 		$6.55M Sell
220,798
-9,801
-4% -$294K 2.27% 13
2024
Q1 		$6.97M Sell
230,599
-24,938
-10% -$722K 2.69% 11
2023
Q4 		$7.32M Buy
255,537
+15,684
+7% +$419K 3.28% 10
2023
Q3 		$6.26M Buy
239,853
+1,939
+0.8% +$52.7K 3.24% 11
2023
Q2 		$6.5M Sell
237,914
-20,684
-8% -$566K 3.29% 11
2023
Q1 		$6.97M Buy
258,598
+3,106
+1% +$82.5K 3.62% 10
2022
Q4 		$6.4M Sell
255,492
-13,096
-5% -$314K 3.82% 9
2022
Q3 		$5.79M Buy
268,588
+138,137
+106% +$3.33M 4.06% 9
2022
Q2 		$3.15M Buy
130,451
+10,272
+9% +$270K 2.23% 13
2022
Q1 		$3.38M Buy
120,179
+57,775
+93% +$1.65M 2.33% 12
2021
Q4 		$1.84M Buy
+62,404
New +$1.84M 1.48% 14

Other funds holding DFAI

SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Helen Stephens Group's DFAI Position: Q3 2026 in Review

Helen Stephens Group reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.98% in Q3 2026, selling an estimated $108K and leaving 258,255 shares worth $10.7M. The position accounts for 1.71% of the portfolio, ranked #15.

Helen Stephens Group first reported a position in DFAI in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.8M in Q2 2026. 411 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • Helen Stephens Group held 258,255 shares of Dimensional International Core Equity Market ETF worth $10.7M as of Q3 2026.
  • Helen Stephens Group sold 2,552 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $108K.
  • Dimensional International Core Equity Market ETF made up 1.71% of Helen Stephens Group's portfolio in Q3 2026, its #15 holding.
  • Helen Stephens Group first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Helen Stephens Group's Dimensional International Core Equity Market ETF position peaked at $10.8M in Q2 2026.
  • 411 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.