MWM
DFAI

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

Meridian 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
Q1 		$2.09M Buy
53,532
+22,142
+71% +$886K 0.07% 226
2025
Q4 		$1.2M Buy
31,390
+19,986
+175% +$741K 0.04% 319
2025
Q3 		$415K Buy
11,404
+4,692
+70% +$166K 0.02% 518
2025
Q2 		$232K Buy
+6,712
New +$220K 0.01% 613

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

Meridian Wealth Management's DFAI Position: Q1 2026 in Review

Meridian Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 71% in Q1 2026, buying an estimated $886K and bringing the position to 53,532 shares worth $2.09M. The position accounts for 0.07% of the portfolio, ranked #226.

Meridian Wealth Management first reported a position in DFAI in Q2 2025 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Meridian Wealth Management held 53,532 shares of Dimensional International Core Equity Market ETF worth $2.09M as of Q1 2026.
  • Meridian Wealth Management bought 22,142 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $886K.
  • Dimensional International Core Equity Market ETF made up 0.07% of Meridian Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Meridian Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.