HWM
DFAI

HFG Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

HFG 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
Q1 		$2.55M Sell
65,435
-3,847
-6% -$154K 1.4% 17
2025
Q4 		$2.64M Buy
69,282
+2,823
+4% +$105K 1.46% 19
2025
Q3 		$2.42M Sell
66,459
-4,844
-7% -$171K 1.31% 21
2025
Q2 		$2.23M Buy
71,303
+1,827
+3% +$59.9K 1.36% 20
2025
Q1 		$2.03M Buy
69,476
+62
+0.1% +$1.91K 1.23% 22
2024
Q4 		$2.21M Buy
69,414
+1,289
+2% +$39.1K 1.43% 22
2024
Q3 		$2.02M Hold
68,125
– – 1.29% 22
2024
Q2 		$2.02M Buy
68,125
+7,485
+12% +$225K 1.29% 22
2024
Q1 		$1.83M Buy
60,640
+1,256
+2% +$36.4K 1.08% 19
2023
Q4 		$1.7M Buy
+59,384
New +$1.59M 0.42% 34
2023
Q1 		$1.98M Buy
+73,581
New +$1.95M 0.41% 34

Other funds holding DFAI

Envestnet Asset Management
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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return