KSWWM
DFAI

Keyes Stange & Wooten Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Keyes Stange & Wooten 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 		$29.6M Buy
759,578
+32,541
+4% +$1.3M 13.21% 1
2025
Q4 		$27.7M Sell
727,037
-11,965
-2% -$443K 13.13% 1
2025
Q3 		$26.9M Buy
739,002
+13,576
+2% +$480K 13% 1
2025
Q2 		$25.1M Sell
725,426
-7,239
-1% -$237K 13.02% 1
2025
Q1 		$22.9M Buy
732,665
+54,675
+8% +$1.69M 13.01% 2
2024
Q4 		$19.8M Buy
677,990
+1,772
+0.3% +$53.7K 11.67% 2
2024
Q3 		$21.5M Buy
676,218
+11,859
+2% +$363K 12.75% 1
2024
Q2 		$19.7M Buy
664,359
+22,838
+4% +$685K 13.72% 1
2024
Q1 		$19.4M Buy
641,521
+9,591
+2% +$278K 17.07% 1
2023
Q4 		$18.1M Buy
+631,930
New +$16.9M 19.22% 1

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 $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return