MFGM
DFAI

Marshall Financial Group (Maryland)’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Marshall Financial Group (Maryland)’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 		$969K Sell
24,881
-381
-2% -$15.2K 0.16% 118
2025
Q4 		$963K Sell
25,262
-1,083
-4% -$40.1K 0.19% 120
2025
Q3 		$958K Buy
26,345
+358
+1% +$12.7K 0.19% 135
2025
Q2 		$892K Sell
25,987
-1,458
-5% -$47.8K 0.17% 142
2025
Q1 		$857K Sell
27,445
-12,719
-32% -$393K 0.19% 133
2024
Q4 		$1.17M Sell
40,164
-493
-1% -$14.9K 0.28% 89
2024
Q3 		$1.29M Sell
40,657
-3,071
-7% -$94K 0.31% 77
2024
Q2 		$1.3M Sell
43,728
-2,938
-6% -$88.2K 0.36% 73
2024
Q1 		$1.41M Sell
46,666
-11,319
-20% -$328K 0.41% 65
2023
Q4 		$1.66M Sell
57,985
-9,896
-15% -$264K 0.54% 52
2023
Q3 		$1.77M Sell
67,881
-7,492
-10% -$204K 0.64% 43
2023
Q2 		$2.06M Sell
75,373
-15,646
-17% -$428K 0.7% 37
2023
Q1 		$2.45M Sell
91,019
-3,474
-4% -$92.3K 0.88% 26
2022
Q4 		$2.37M Sell
94,493
-1,905
-2% -$45.7K 0.92% 26
2022
Q3 		$2.08M Buy
96,398
+1,330
+1% +$32K 0.88% 22
2022
Q2 		$2.29M Buy
95,068
+24,413
+35% +$641K 0.92% 22
2022
Q1 		$1.99M Buy
70,655
+13,740
+24% +$391K 0.81% 22
2021
Q4 		$1.68M Buy
+56,915
New +$1.68M 0.62% 35

Other funds holding DFAI

Envestnet Asset Management
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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DFAI Position: Q1 2026 in Review

Marshall Financial Group (Maryland) reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 1.5% in Q1 2026, selling an estimated $15.2K and leaving 24,881 shares worth $969K. The position accounts for 0.16% of the portfolio, ranked #118.

Marshall Financial Group (Maryland) first reported a position in DFAI in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.45M in Q1 2023. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Marshall Financial Group (Maryland) held 24,881 shares of Dimensional International Core Equity Market ETF worth $969K as of Q1 2026.
  • Marshall Financial Group (Maryland) sold 381 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $15.2K.
  • Dimensional International Core Equity Market ETF made up 0.16% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #118 holding.
  • Marshall Financial Group (Maryland) first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Marshall Financial Group (Maryland)'s Dimensional International Core Equity Market ETF position peaked at $2.45M in Q1 2023.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.