JWM
DFAI

JDH Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

JDH Wealth Management’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 		$893K Sell
22,933
-848
-4% -$33.9K 0.6% 27
2025
Q4 		$906K Sell
23,781
-1,587
-6% -$58.8K 0.62% 27
2025
Q3 		$922K Hold
25,368
– – 0.65% 27
2025
Q2 		$877K Buy
25,368
+10,831
+75% +$355K 0.67% 26
2025
Q1 		$454K Hold
14,537
– – 0.39% 30
2024
Q4 		$424K Buy
+14,537
New +$441K 0.37% 29

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

JDH Wealth Management's DFAI Position: Q1 2026 in Review

JDH Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 3.6% in Q1 2026, selling an estimated $33.9K and leaving 22,933 shares worth $893K. The position accounts for 0.6% of the portfolio, ranked #27.

JDH Wealth Management first reported a position in DFAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $922K in Q3 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • JDH Wealth Management held 22,933 shares of Dimensional International Core Equity Market ETF worth $893K as of Q1 2026.
  • JDH Wealth Management sold 848 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $33.9K.
  • Dimensional International Core Equity Market ETF made up 0.6% of JDH Wealth Management's portfolio in Q1 2026, its #27 holding.
  • JDH Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • JDH Wealth Management's Dimensional International Core Equity Market ETF position peaked at $922K in Q3 2025.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on JDH Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.