LEFP
DFAI

Leading Edge Financial Planning’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Leading Edge Financial Planning’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 		$1.75M Sell
42,332
-230
-0.5% -$9.47K 0.31% 22
2026
Q1 		$1.66M Sell
42,562
-1,225
-3% -$49K 0.35% 22
2025
Q4 		$1.67M Sell
43,787
-119
-0.3% -$4.41K 0.38% 19
2025
Q3 		$1.6M Sell
43,906
-1,318
-3% -$46.6K 0.4% 21
2025
Q2 		$1.56M Sell
45,224
-111
-0.2% -$3.64K 0.43% 21
2025
Q1 		$1.42M Sell
45,335
-178
-0.4% -$5.5K 0.44% 20
2024
Q4 		$1.33M Sell
45,513
-10,866
-19% -$329K 0.44% 20
2024
Q3 		$1.79M Sell
56,379
-4,430
-7% -$136K 0.6% 19
2024
Q2 		$1.8M Sell
60,809
-1,660
-3% -$49.8K 0.72% 16
2024
Q1 		$1.89M Sell
62,469
-2,341
-4% -$67.8K 0.84% 15
2023
Q4 		$1.86M Sell
64,810
-15,755
-20% -$421K 0.96% 17
2023
Q3 		$2.1M Sell
80,565
-6,979
-8% -$190K 1.35% 14
2023
Q2 		$2.39M Sell
87,544
-33,422
-28% -$915K 1.57% 12
2023
Q1 		$3.26M Buy
120,966
+12,704
+12% +$337K 2.36% 10
2022
Q4 		$2.71M Buy
+108,262
New +$2.6M 2.35% 11

Other funds holding DFAI

Envestnet Asset Management
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leading Edge Financial Planning's DFAI Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.54% in Q2 2026, selling an estimated $9.47K and leaving 42,332 shares worth $1.75M. The position accounts for 0.31% of the portfolio, ranked #22.

Leading Edge Financial Planning first reported a position in DFAI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.26M in Q1 2023. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Leading Edge Financial Planning held 42,332 shares of Dimensional International Core Equity Market ETF worth $1.75M as of Q2 2026.
  • Leading Edge Financial Planning sold 230 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $9.47K.
  • Dimensional International Core Equity Market ETF made up 0.31% of Leading Edge Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Leading Edge Financial Planning first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's Dimensional International Core Equity Market ETF position peaked at $3.26M in Q1 2023.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.