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

Lakeridge 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 Q2	$296K	Sell	7,176 -3,428	-32%	-$141K	0.11%	147
2026 Q1	$413K	Sell	10,604 -1,751	-14%	-$70K	0.18%	109
2025 Q4	$471K	Buy	12,355 +412	+3%	+$15.3K	0.21%	93
2025 Q3	$434K	Buy	11,943 +47	+0.4%	+$1.66K	0.19%	91
2025 Q2	$411K	Sell	11,896 -7,144	-38%	-$234K	0.19%	94
2025 Q1	$595K	Sell	19,040 -2,517	-12%	-$77.7K	0.3%	66
2024 Q4	$629K	Sell	21,557 -11,747	-35%	-$356K	0.33%	60
2024 Q3	$1.06M	Sell	33,304 -5,065	-13%	-$155K	0.58%	32
2024 Q2	$1.14M	Sell	38,369 -1,960	-5%	-$58.8K	0.68%	28
2024 Q1	$1.22M	Sell	40,329 -2,309	-5%	-$66.9K	0.79%	25
2023 Q4	$1.22M	Buy	+42,638	New	+$1.14M	0.88%	24

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lakeridge Wealth Management's DFAI Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 32% in Q2 2026, selling an estimated $141K and leaving 7,176 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #147.

Lakeridge Wealth Management first reported a position in DFAI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2023. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Lakeridge Wealth Management held 7,176 shares of Dimensional International Core Equity Market ETF worth $296K as of Q2 2026.
Lakeridge Wealth Management sold 3,428 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $141K.
Dimensional International Core Equity Market ETF made up 0.11% of Lakeridge Wealth Management's portfolio in Q2 2026, its #147 holding.
Lakeridge Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Dimensional International Core Equity Market ETF position peaked at $1.22M in Q4 2023.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.