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 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 $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Legacy Capital Wealth Partners's DFAI Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Dimensional International Core Equity Market ETF (DFAI) stake by 37% in Q1 2026, buying an estimated $660K and bringing the position to 60,945 shares worth $2.37M. The position accounts for 0.49% of the portfolio, ranked #33.

Legacy Capital Wealth Partners first reported a position in DFAI in Q2 2025 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Legacy Capital Wealth Partners held 60,945 shares of Dimensional International Core Equity Market ETF worth $2.37M as of Q1 2026.
Legacy Capital Wealth Partners bought 16,489 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $660K.
Dimensional International Core Equity Market ETF made up 0.49% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #33 holding.
Legacy Capital Wealth Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.