LAM Group
DFAI icon

LAM Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

LAM Group’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
Q3 		$1.25M Sell
30,060
-1,195
-4% -$50.6K 0.63% 41
2026
Q2 		$1.29M Hold
31,255
– – 0.64% 40
2026
Q1 		$1.22M Sell
31,255
-1,625
-5% -$65K 0.67% 37
2025
Q4 		$1.25M Sell
32,880
-3,855
-10% -$143K 0.72% 34
2025
Q3 		$1.34M Sell
36,735
-3,345
-8% -$118K 0.83% 30
2025
Q2 		$1.39M Sell
40,080
-975
-2% -$31.9K 0.93% 27
2025
Q1 		$1.28M Sell
41,055
-1,425
-3% -$44K 0.94% 30
2024
Q4 		$1.24M Buy
42,480
+20,625
+94% +$625K 0.88% 31
2024
Q3 		$695K Buy
21,855
+410
+2% +$12.5K 0.49% 51
2024
Q2 		$636K Buy
21,445
+190
+0.9% +$5.7K 0.54% 46
2024
Q1 		$642K Buy
21,255
+3,540
+20% +$103K 0.52% 46
2023
Q4 		$507K Buy
17,715
+2,105
+13% +$56.2K 0.46% 47
2023
Q3 		$408K Buy
15,610
+1,360
+10% +$36.9K 0.4% 48
2023
Q2 		$389K Buy
14,250
+1,260
+10% +$34.5K 0.36% 49
2023
Q1 		$350K Buy
12,990
+4,335
+50% +$115K 0.34% 50
2022
Q4 		$217K Buy
+8,655
New +$208K 0.22% 54

Other funds holding DFAI

SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

LAM Group's DFAI Position: Q3 2026 in Review

LAM Group reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 3.8% in Q3 2026, selling an estimated $50.6K and leaving 30,060 shares worth $1.25M. The position accounts for 0.63% of the portfolio, ranked #41.

LAM Group first reported a position in DFAI in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q2 2025. 383 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • LAM Group held 30,060 shares of Dimensional International Core Equity Market ETF worth $1.25M as of Q3 2026.
  • LAM Group sold 1,195 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $50.6K.
  • Dimensional International Core Equity Market ETF made up 0.63% of LAM Group's portfolio in Q3 2026, its #41 holding.
  • LAM Group first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
  • LAM Group's Dimensional International Core Equity Market ETF position peaked at $1.39M in Q2 2025.
  • 383 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.