IAG
DFAI

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
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
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 $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Investmark Advisory Group's DFAI Position: Q1 2026 in Review

Investmark Advisory Group increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.92% in Q1 2026, buying an estimated $21.5K and bringing the position to 58,831 shares worth $2.29M. The position accounts for 0.98% of the portfolio, ranked #32.

Investmark Advisory Group first reported a position in DFAI in Q4 2021 and has held it in 18 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Investmark Advisory Group held 58,831 shares of Dimensional International Core Equity Market ETF worth $2.29M as of Q1 2026.
  • Investmark Advisory Group bought 537 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $21.5K.
  • Dimensional International Core Equity Market ETF made up 0.98% of Investmark Advisory Group's portfolio in Q1 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 18 quarters since.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.