LI
DFAI

LVZ Inc’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

LVZ Inc’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 		$120M Buy
2,918,971
+22,550
+0.8% +$928K 12.23% 3
2026
Q1 		$113M Buy
2,896,421
+1,032,895
+55% +$41.3M 12.88% 3
2025
Q4 		$71M Sell
1,863,526
-1,181
-0.1% -$43.8K 7.94% 4
2025
Q3 		$67.8M Sell
1,864,707
-192,089
-9% -$6.79M 7.7% 4
2025
Q2 		$71.1M Sell
2,056,796
-6,949
-0.3% -$228K 8.53% 5
2025
Q1 		$64.5M Buy
2,063,745
+122,976
+6% +$3.8M 8.46% 5
2024
Q4 		$56.7M Buy
1,940,769
+52,075
+3% +$1.58M 7.27% 7
2024
Q3 		$60M Buy
1,888,694
+1,493
+0.1% +$45.7K 7.68% 6
2024
Q2 		$56M Buy
1,887,201
+15,843
+0.8% +$475K 7.63% 6
2024
Q1 		$56.6M Buy
1,871,358
+17,412
+0.9% +$504K 7.69% 6
2023
Q4 		$53.1M Sell
1,853,946
-7,940
-0.4% -$212K 7.5% 5
2023
Q3 		$48.6M Sell
1,861,886
-44,435
-2% -$1.21M 7.84% 6
2023
Q2 		$52.1M Sell
1,906,321
-18,385
-1% -$503K 7.26% 6
2023
Q1 		$51.9M Buy
1,924,706
+1,898,828
+7,338% +$50.4M 7.55% 7
2022
Q4 		$648K Buy
25,878
+4,374
+20% +$105K 0.1% 57
2022
Q3 		$464K Sell
21,504
-7,894
-27% -$190K 0.08% 62
2022
Q2 		$710K Buy
+29,398
New +$772K 0.12% 45

Other funds holding DFAI

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
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return