JDLA
DFAI

J. Derek Lewis & Associates’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

J. Derek Lewis & Associates’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 		$1.6M Sell
38,840
-2,710
-7% -$112K 0.3% 46
2026
Q1 		$1.62M Buy
41,550
+3,542
+9% +$142K 0.36% 39
2025
Q4 		$1.45M Buy
+38,008
New +$1.41M 0.34% 41

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

J. Derek Lewis & Associates's DFAI Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 6.5% in Q2 2026, selling an estimated $112K and leaving 38,840 shares worth $1.6M. The position accounts for 0.3% of the portfolio, ranked #46.

J. Derek Lewis & Associates first reported a position in DFAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q1 2026. 571 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • J. Derek Lewis & Associates held 38,840 shares of Dimensional International Core Equity Market ETF worth $1.6M as of Q2 2026.
  • J. Derek Lewis & Associates sold 2,710 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $112K.
  • Dimensional International Core Equity Market ETF made up 0.3% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #46 holding.
  • J. Derek Lewis & Associates first reported a position in Dimensional International Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Dimensional International Core Equity Market ETF position peaked at $1.62M in Q1 2026.
  • 571 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.