JWA
DFAI

JFS Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

JFS Wealth Advisors’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 		$44M Buy
1,067,709
+54,271
+5% +$2.23M 2.2% 10
2026
Q1 		$39.5M Buy
1,013,438
+861
+0.1% +$34.4K 2.21% 12
2025
Q4 		$38.6M Buy
1,012,577
+11,603
+1% +$430K 2.17% 11
2025
Q3 		$36.4M Sell
1,000,974
-8,006
-0.8% -$283K 2.13% 12
2025
Q2 		$34.9M Sell
1,008,980
-25,581
-2% -$838K 2.22% 12
2025
Q1 		$32.3M Buy
1,034,561
+2,312
+0.2% +$71.4K 2.19% 13
2024
Q4 		$30.1M Buy
1,032,249
+25,939
+3% +$786K 2.06% 14
2024
Q3 		$32M Buy
1,006,310
+42,148
+4% +$1.29M 2.14% 14
2024
Q2 		$28.6M Sell
964,162
-5,028
-0.5% -$151K 2.26% 13
2024
Q1 		$29.3M Sell
969,190
-5,679
-0.6% -$164K 2.33% 13
2023
Q4 		$27.9M Buy
974,869
+302,859
+45% +$8.09M 2.37% 11
2023
Q3 		$17.5M Buy
672,010
+115,152
+21% +$3.13M 1.66% 13
2023
Q2 		$15.2M Buy
556,858
+22,466
+4% +$615K 1.37% 18
2023
Q1 		$14.4M Buy
534,392
+17,428
+3% +$463K 1.36% 18
2022
Q4 		$12.9M Buy
516,964
+400,011
+342% +$9.6M 1.27% 19
2022
Q3 		$2.52M Buy
116,953
+53,655
+85% +$1.29M 0.28% 61
2022
Q2 		$1.53M Buy
63,298
+33,638
+113% +$883K 0.16% 84
2022
Q1 		$835K Buy
29,660
+23,298
+366% +$664K 0.08% 124
2021
Q4 		$188K Buy
+6,362
New +$187K 0.02% 231

Other funds holding DFAI

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors's DFAI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 5.4% in Q2 2026, buying an estimated $2.23M and bringing the position to 1,067,709 shares worth $44M. The position accounts for 2.2% of the portfolio, ranked #10.

JFS Wealth Advisors first reported a position in DFAI in Q4 2021 and has held it in 19 quarters since. 391 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • JFS Wealth Advisors held 1,067,709 shares of Dimensional International Core Equity Market ETF worth $44M as of Q2 2026.
  • JFS Wealth Advisors bought 54,271 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $2.23M.
  • Dimensional International Core Equity Market ETF made up 2.2% of JFS Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • JFS Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 391 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.