IFG
DFAI

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
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