HWMG
DFAI

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

Hurlow Wealth Management 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
Q1 		$7.04M Buy
180,573
+5,282
+3% +$211K 1.67% 17
2025
Q4 		$6.68M Sell
175,291
-21,714
-11% -$805K 1.64% 17
2025
Q3 		$7.16M Sell
197,005
-24,744
-11% -$875K 1.85% 17
2025
Q2 		$7.67M Sell
221,749
-3,999
-2% -$131K 2.17% 15
2025
Q1 		$7.05M Sell
225,748
-4,361
-2% -$135K 2.2% 15
2024
Q4 		$6.72M Sell
230,109
-4,806
-2% -$146K 2.1% 17
2024
Q3 		$7.47M Buy
234,915
+94
+0% +$2.88K 2.33% 13
2024
Q2 		$6.97M Buy
234,821
+479
+0.2% +$14.4K 2.39% 13
2024
Q1 		$7.08M Buy
234,342
+2,037
+0.9% +$59K 2.5% 13
2023
Q4 		$6.65M Buy
232,305
+6,725
+3% +$180K 2.52% 13
2023
Q3 		$5.89M Buy
225,580
+9,159
+4% +$249K 2.56% 13
2023
Q2 		$5.91M Buy
216,421
+8,977
+4% +$246K 2.53% 13
2023
Q1 		$5.59M Buy
207,444
+40,653
+24% +$1.08M 2.58% 12
2022
Q4 		$4.17M Buy
166,791
+22,863
+16% +$549K 2.17% 14
2022
Q3 		$3.1M Buy
143,928
+69,377
+93% +$1.67M 1.81% 16
2022
Q2 		$1.8M Buy
74,551
+26,595
+55% +$698K 1.04% 24
2022
Q1 		$1.35M Buy
+47,956
New +$1.37M 0.83% 25

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