Lodestone Wealth Management
DFAI icon

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

Lodestone 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
Q3 		$2.93M Sell
70,658
-422
-0.6% -$17.9K 0.98% 27
2026
Q2 		$2.93M Buy
71,080
+757
+1% +$31.2K 1.04% 27
2026
Q1 		$2.74M Buy
70,323
+201
+0.3% +$8.04K 1.09% 26
2025
Q4 		$2.67M Buy
70,122
+423
+0.6% +$15.7K 1.09% 26
2025
Q3 		$2.53M Buy
69,699
+263
+0.4% +$9.3K 1.14% 27
2025
Q2 		$2.4M Buy
69,436
+645
+0.9% +$21.1K 1.17% 27
2025
Q1 		$2.15M Buy
68,791
+273
+0.4% +$8.43K 1.14% 26
2024
Q4 		$2M Buy
68,518
+590
+0.9% +$17.9K 1% 38
2024
Q3 		$2.16M Buy
67,928
+212
+0.3% +$6.49K 1.08% 31
2024
Q2 		$2.01M Buy
67,716
+467
+0.7% +$14K 1.06% 34
2024
Q1 		$2.03M Buy
67,249
+85
+0.1% +$2.46K 1.07% 35
2023
Q4 		$1.92M Sell
67,164
-464
-0.7% -$12.4K 1.11% 33
2023
Q3 		$1.77M Buy
67,628
+524
+0.8% +$14.2K 1.24% 26
2023
Q2 		$1.83M Buy
67,104
+990
+1% +$27.1K 1.26% 27
2023
Q1 		$1.78M Sell
66,114
-910
-1% -$24.2K 1.37% 24
2022
Q4 		$1.68M Buy
+67,024
New +$1.61M 1.35% 25

Other funds holding DFAI

SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Lodestone Wealth Management's DFAI Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.59% in Q3 2026, selling an estimated $17.9K and leaving 70,658 shares worth $2.93M. The position accounts for 0.98% of the portfolio, ranked #27.

Lodestone Wealth Management first reported a position in DFAI in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.93M in Q2 2026. 383 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • Lodestone Wealth Management held 70,658 shares of Dimensional International Core Equity Market ETF worth $2.93M as of Q3 2026.
  • Lodestone Wealth Management sold 422 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $17.9K.
  • Dimensional International Core Equity Market ETF made up 0.98% of Lodestone Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Lodestone Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Dimensional International Core Equity Market ETF position peaked at $2.93M in Q2 2026.
  • 383 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.