LPP
DFAI

Life Planning Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Life Planning 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 		$1.99M Sell
48,146
-3,602
-7% -$148K 1.48% 18
2026
Q1 		$2.02M Buy
51,748
+5,016
+11% +$201K 1.54% 19
2025
Q4 		$1.78M Sell
46,732
-8,497
-15% -$315K 1.36% 19
2025
Q3 		$2.01M Buy
55,229
+1,822
+3% +$64.4K 1.47% 18
2025
Q2 		$1.85M Buy
53,407
+4,114
+8% +$135K 1.47% 17
2025
Q1 		$1.54M Buy
49,293
+6,505
+15% +$201K 1.39% 17
2024
Q4 		$1.25M Buy
42,788
+3,468
+9% +$105K 1.16% 21
2024
Q3 		$1.25M Buy
39,320
+884
+2% +$27.1K 1.12% 23
2024
Q2 		$1.14M Buy
38,436
+14,965
+64% +$449K 1.04% 23
2024
Q1 		$709K Buy
23,471
+9,621
+69% +$279K 0.71% 32
2023
Q4 		$397K Buy
+13,850
New +$370K 0.39% 44
2022
Q3 		$73.3K Hold
3,400
– – 0.08% 76
2022
Q2 		$82K Hold
3,400
– – 0.09% 71
2022
Q1 		$96K Buy
+3,400
New +$96.9K 0.1% 65

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Life Planning Partners's DFAI Position: Q2 2026 in Review

Life Planning Partners reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 7% in Q2 2026, selling an estimated $148K and leaving 48,146 shares worth $1.99M. The position accounts for 1.48% of the portfolio, ranked #18.

Life Planning Partners first reported a position in DFAI in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q1 2026. 490 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Life Planning Partners held 48,146 shares of Dimensional International Core Equity Market ETF worth $1.99M as of Q2 2026.
  • Life Planning Partners sold 3,602 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $148K.
  • Dimensional International Core Equity Market ETF made up 1.48% of Life Planning Partners's portfolio in Q2 2026, its #18 holding.
  • Life Planning Partners first reported a position in Dimensional International Core Equity Market ETF in Q1 2022 and has held it in 14 quarters since.
  • Life Planning Partners's Dimensional International Core Equity Market ETF position peaked at $2.02M in Q1 2026.
  • 490 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.