MFG
DFAI

Mendota Financial Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Mendota Financial Group’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 		$15.4M Buy
374,198
+3,346
+0.9% +$138K 9.57% 2
2026
Q1 		$14.4M Sell
370,852
-1,241
-0.3% -$49.6K 10.7% 2
2025
Q4 		$14.2M Buy
372,093
+11,430
+3% +$424K 10.32% 2
2025
Q3 		$13.1M Buy
360,663
+21,741
+6% +$769K 9.79% 2
2025
Q2 		$11.7M Buy
338,922
+13,634
+4% +$447K 11.08% 2
2025
Q1 		$10.2M Sell
325,288
-104,460
-24% -$3.23M 11.02% 3
2024
Q4 		$12.5M Sell
429,748
-92,488
-18% -$2.8M 8.13% 3
2024
Q3 		$16.6M Buy
522,236
+50,950
+11% +$1.56M 7.93% 3
2024
Q2 		$14M Buy
471,286
+90,099
+24% +$2.7M 7.5% 3
2024
Q1 		$11.5M Buy
381,187
+301,426
+378% +$8.73M 6.74% 3
2023
Q4 		$2.28M Buy
+79,761
New +$2.13M 1.78% 11

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 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