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

Ledgewood 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	$11.9M	Buy	289,149 +4,029	+1%	+$166K	6.33%	4
2026 Q1	$11.1M	Sell	285,120 -503	-0.2%	-$20.1K	6.25%	4
2025 Q4	$10.9M	Sell	285,623 -3,810	-1%	-$141K	6.27%	4
2025 Q3	$10.5M	Sell	289,433 -6,426	-2%	-$227K	6.23%	4
2025 Q2	$10.2M	Sell	295,859 -14,208	-5%	-$466K	6.44%	5
2025 Q1	$9.68M	Sell	310,067 -29,662	-9%	-$916K	6.25%	6
2024 Q4	$9.92M	Buy	339,729 +17,230	+5%	+$522K	6.4%	5
2024 Q3	$10.2M	Buy	322,499 +27,529	+9%	+$843K	6.9%	5
2024 Q2	$8.75M	Buy	294,970 +51,109	+21%	+$1.53M	7.54%	4
2024 Q1	$7.37M	Buy	243,861 +13,889	+6%	+$402K	6.85%	4
2023 Q4	$6.59M	Buy	+229,972	New	+$6.14M	6.08%	5

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

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

Ledgewood Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 1.4% in Q2 2026, buying an estimated $166K and bringing the position to 289,149 shares worth $11.9M. The position accounts for 6.33% of the portfolio, ranked #4.

Ledgewood Wealth Advisors first reported a position in DFAI in Q4 2023 and has held it in 11 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Ledgewood Wealth Advisors held 289,149 shares of Dimensional International Core Equity Market ETF worth $11.9M as of Q2 2026.
Ledgewood Wealth Advisors bought 4,029 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $166K.
Dimensional International Core Equity Market ETF made up 6.33% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Ledgewood Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.