Independent Financial Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Independent Financial 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	–	Sell	-20,858	Closed	-$795K	–	1465
2025 Q4	$795K	Sell	20,858 -5,026	-19%	-$186K	0.02%	706
2025 Q3	$941K	Buy	25,884 +425	+2%	+$15K	0.02%	616
2025 Q2	$880K	Sell	25,459 -1,625	-6%	-$53.2K	0.02%	585
2025 Q1	$846K	Sell	27,084 -341	-1%	-$10.5K	0.03%	527
2024 Q4	$801K	Buy	27,425 +3,283	+14%	+$99.5K	0.03%	540
2024 Q3	$767K	Sell	24,142 -4,888	-17%	-$150K	0.03%	518
2024 Q2	$861K	Buy	29,030 +9,604	+49%	+$288K	0.03%	440
2024 Q1	$587K	Buy	+19,426	New	+$563K	0.03%	532

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Independent Financial Group's DFAI Position: Q1 2026 in Review

Independent Financial Group sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2026, closing a stake of 20,858 shares — an estimated $795K sold.

Independent Financial Group first reported a position in DFAI in Q1 2024 and held it in 8 quarters. The position peaked at $941K in Q3 2025. 795 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Independent Financial Group reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 20,858 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $795K.
Independent Financial Group first reported a position in Dimensional International Core Equity Market ETF in Q1 2024 and held it in 8 quarters.
Independent Financial Group's Dimensional International Core Equity Market ETF position peaked at $941K in Q3 2025.
795 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.