HWMC
DFAI

Heritage Wealth Management (California)’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Heritage Wealth Management (California)’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 		$2.16M Buy
52,258
+972
+2% +$40K 0.82% 33
2026
Q1 		$2M Buy
51,286
+925
+2% +$37K 1.1% 27
2025
Q4 		$1.92M Buy
50,361
+861
+2% +$31.9K 1.22% 27
2025
Q3 		$1.8M Sell
49,500
-3,549
-7% -$126K 1.21% 27
2025
Q2 		$1.83M Buy
53,049
+1,303
+3% +$42.7K 1.22% 23
2025
Q1 		$1.62M Sell
51,746
-225
-0.4% -$6.95K 1.22% 24
2024
Q4 		$1.52M Sell
51,971
-7,040
-12% -$213K 1.09% 25
2024
Q3 		$1.88M Sell
59,011
-383
-0.6% -$11.7K 1.33% 16
2024
Q2 		$1.76M Buy
59,394
+1,573
+3% +$47.2K 1.29% 16
2024
Q1 		$1.75M Sell
57,821
-3,718
-6% -$108K 1.32% 18
2023
Q4 		$1.76M Buy
+61,539
New +$1.64M 1.41% 14

Other funds holding DFAI

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Heritage Wealth Management (California)'s DFAI Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Dimensional International Core Equity Market ETF (DFAI) stake by 1.9% in Q2 2026, buying an estimated $40K and bringing the position to 52,258 shares worth $2.16M. The position accounts for 0.82% of the portfolio, ranked #33.

Heritage Wealth Management (California) first reported a position in DFAI in Q4 2023 and has held it in 11 quarters since. 427 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Heritage Wealth Management (California) held 52,258 shares of Dimensional International Core Equity Market ETF worth $2.16M as of Q2 2026.
  • Heritage Wealth Management (California) bought 972 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $40K.
  • Dimensional International Core Equity Market ETF made up 0.82% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #33 holding.
  • Heritage Wealth Management (California) first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.