Investmark Advisory Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Investmark Advisory 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 Q2	$2.63M	Buy	63,858 +5,027	+9%	+$207K	1%	32
2026 Q1	$2.29M	Buy	58,831 +537	+0.9%	+$21.5K	0.98%	32
2025 Q4	$2.22M	Buy	58,294 +2,355	+4%	+$87.3K	0.95%	35
2025 Q3	$2.03M	Buy	55,939 +549	+1%	+$19.4K	0.88%	36
2025 Q2	$1.91M	Sell	55,390 -409	-0.7%	-$13.4K	0.9%	36
2025 Q1	$1.74M	Sell	55,799 -851	-2%	-$26.3K	0.86%	33
2024 Q4	$1.65M	Buy	56,650 +3,829	+7%	+$116K	0.81%	35
2024 Q3	$1.68M	Sell	52,821 -1,059	-2%	-$32.4K	0.82%	35
2024 Q2	$1.6M	Buy	53,880 +3,515	+7%	+$105K	0.85%	35
2024 Q1	$1.52M	Buy	50,365 +2,838	+6%	+$82.2K	0.83%	33
2023 Q4	$1.36M	Buy	47,527 +3,237	+7%	+$86.4K	0.8%	32
2023 Q3	$1.16M	Buy	44,290 +1,165	+3%	+$31.6K	0.78%	33
2023 Q2	$1.18M	Buy	43,125 +4,631	+12%	+$127K	0.79%	33
2023 Q1	$1.04M	Buy	38,494 +2,743	+8%	+$72.9K	0.76%	33
2022 Q4	$895K	Buy	35,751 +7,836	+28%	+$188K	0.66%	38
2022 Q3	$602K	Sell	27,915 -52	-0.2%	-$1.25K	0.54%	41
2022 Q2	$675K	Buy	27,967 +7,887	+39%	+$207K	0.67%	33
2022 Q1	$565K	Buy	20,080 +2,132	+12%	+$60.7K	0.58%	34
2021 Q4	$530K	Buy	+17,948	New	+$529K	0.5%	34

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

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 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

CCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investmark Advisory Group's DFAI Position: Q2 2026 in Review

Investmark Advisory Group increased its Dimensional International Core Equity Market ETF (DFAI) stake by 8.5% in Q2 2026, buying an estimated $207K and bringing the position to 63,858 shares worth $2.63M. The position accounts for 1% of the portfolio, ranked #32.

Investmark Advisory Group first reported a position in DFAI in Q4 2021 and has held it in 19 quarters since. 829 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Investmark Advisory Group held 63,858 shares of Dimensional International Core Equity Market ETF worth $2.63M as of Q2 2026.
Investmark Advisory Group bought 5,027 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $207K.
Dimensional International Core Equity Market ETF made up 1% of Investmark Advisory Group's portfolio in Q2 2026, its #32 holding.
Investmark Advisory Group first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
829 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.