Legacy Capital Wealth Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Legacy Capital Wealth Partners’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	$2.44M	Sell	59,197 -1,748	-3%	-$71.9K	0.47%	38
2026 Q1	$2.37M	Buy	60,945 +16,489	+37%	+$660K	0.49%	33
2025 Q4	$1.69M	Buy	44,456 +9,181	+26%	+$340K	0.36%	48
2025 Q3	$1.28M	Buy	35,275 +4,560	+15%	+$161K	0.28%	69
2025 Q2	$1.06M	Buy	+30,715	New	+$1.01M	0.24%	82

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Legacy Capital Wealth Partners's DFAI Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 2.9% in Q2 2026, selling an estimated $71.9K and leaving 59,197 shares worth $2.44M. The position accounts for 0.47% of the portfolio, ranked #38.

Legacy Capital Wealth Partners first reported a position in DFAI in Q2 2025 and has held it in 5 quarters since. 831 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Legacy Capital Wealth Partners held 59,197 shares of Dimensional International Core Equity Market ETF worth $2.44M as of Q2 2026.
Legacy Capital Wealth Partners sold 1,748 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $71.9K.
Dimensional International Core Equity Market ETF made up 0.47% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #38 holding.
Legacy Capital Wealth Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
831 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.