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 Q2	$14.4M	Hold	368,908	–	–	1.8%	18
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 $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

Liberty Wealth Management's DFAI Position: Q2 2026 in Review

Liberty Wealth Management held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q2 2026 at 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 14 quarters since. The position peaked at $15M in Q4 2025. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Liberty Wealth Management held 368,908 shares of Dimensional International Core Equity Market ETF worth $14.4M as of Q2 2026.
Liberty Wealth Management left its Dimensional International Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional International Core Equity Market ETF made up 1.8% of Liberty Wealth Management's portfolio in Q2 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 14 quarters since.
Liberty Wealth Management's Dimensional International Core Equity Market ETF position peaked at $15M in Q4 2025.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.