MWM
DFAI

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

Melfa 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 		$3.05M Buy
73,956
+5,601
+8% +$231K 1.64% 14
2026
Q1 		$2.66M Buy
68,355
+9,725
+17% +$389K 1.53% 14
2025
Q4 		$2.23M Buy
58,630
+1,950
+3% +$72.3K 1.29% 17
2025
Q3 		$2.06M Buy
56,680
+1,624
+3% +$57.4K 1.21% 21
2025
Q2 		$1.9M Buy
55,056
+9,982
+22% +$327K 1.2% 21
2025
Q1 		$1.41M Sell
45,074
-125
-0.3% -$3.86K 0.95% 25
2024
Q4 		$1.32M Buy
45,199
+1,421
+3% +$43.1K 0.88% 28
2024
Q3 		$1.39M Sell
43,778
-855
-2% -$26.2K 0.92% 28
2024
Q2 		$1.32M Buy
44,633
+345
+0.8% +$10.4K 0.93% 28
2024
Q1 		$1.34M Buy
44,288
+157
+0.4% +$4.55K 0.97% 27
2023
Q4 		$1.26M Buy
44,131
+19,125
+76% +$511K 1.19% 23
2023
Q3 		$653K Buy
25,006
+1,639
+7% +$44.5K 0.71% 40
2023
Q2 		$638K Sell
23,367
-656
-3% -$18K 0.65% 41
2023
Q1 		$647K Sell
24,023
-149
-0.6% -$3.96K 0.65% 40
2022
Q4 		$605K Buy
+24,172
New +$580K 0.63% 41

Other funds holding DFAI

Envestnet Asset Management
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Melfa Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 8.2% in Q2 2026, buying an estimated $231K and bringing the position to 73,956 shares worth $3.05M. The position accounts for 1.64% of the portfolio, ranked #14.

Melfa Wealth Management first reported a position in DFAI in Q4 2022 and has held it in 15 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Melfa Wealth Management held 73,956 shares of Dimensional International Core Equity Market ETF worth $3.05M as of Q2 2026.
  • Melfa Wealth Management bought 5,601 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $231K.
  • Dimensional International Core Equity Market ETF made up 1.64% of Melfa Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Melfa Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.