Liberty Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Liberty Wealth Management’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	$14.4M	Sell	368,908 -25,799	-7%	-$1.03M	1.8%	18
2025 Q4	$15M	Buy	394,707 +3,070	+0.8%	+$114K	1.94%	16
2025 Q3	$14.2M	Buy	391,637 +673	+0.2%	+$23.8K	2%	15
2025 Q2	$13.5M	Buy	390,964 +46,219	+13%	+$1.51M	2.12%	15
2025 Q1	$10.8M	Sell	344,745 -70,830	-17%	-$2.19M	2.06%	16
2024 Q4	$12.1M	Buy	415,575 +129,953	+45%	+$3.94M	2.02%	16
2024 Q3	$9.08M	Sell	285,622 -280,738	-50%	-$8.59M	1.54%	18
2024 Q2	$8.28M	Buy	566,360 +269,510	+91%	+$8.09M	1.52%	18
2024 Q1	$8.97M	Buy	296,850 +10,237	+4%	+$296K	1.75%	16
2023 Q4	$8.21M	Sell	286,613 -30,177	-10%	-$806K	1.76%	15
2023 Q3	$8.27M	Buy	316,790 +40,172	+15%	+$1.09M	2.06%	12
2023 Q2	$7.56M	Buy	276,618 +12,433	+5%	+$340K	1.87%	14
2023 Q1	$7.14M	Buy	+264,185	New	+$7.02M	1.47%	15

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

Liberty Wealth Management's DFAI Position: Q1 2026 in Review

Liberty Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 6.5% in Q1 2026, selling an estimated $1.03M and leaving 368,908 shares worth $14.4M. The position accounts for 1.8% of the portfolio, ranked #18.

Liberty Wealth Management first reported a position in DFAI in Q1 2023 and has held it in 13 quarters since. The position peaked at $15M in Q4 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Liberty Wealth Management held 368,908 shares of Dimensional International Core Equity Market ETF worth $14.4M as of Q1 2026.
Liberty Wealth Management sold 25,799 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $1.03M.
Dimensional International Core Equity Market ETF made up 1.8% of Liberty Wealth Management's portfolio in Q1 2026, its #18 holding.
Liberty Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2023 and has held it in 13 quarters since.
Liberty Wealth Management's Dimensional International Core Equity Market ETF position peaked at $15M in Q4 2025.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.