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

Meritas 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	$1.56M	Hold	40,093	–	–	0.71%	21
2025 Q4	$1.53M	Hold	40,093	–	–	0.73%	19
2025 Q3	$1.46M	Hold	40,093	–	–	0.72%	21
2025 Q2	$1.39M	Hold	40,093	–	–	0.76%	22
2025 Q1	$1.25M	Hold	40,093	–	–	0.73%	20
2024 Q4	$1.17M	Hold	40,093	–	–	0.7%	22
2024 Q3	$1.27M	Sell	40,093 -1,102	-3%	-$33.7K	0.79%	21
2024 Q2	$1.22M	Sell	41,195 -3,731	-8%	-$112K	0.86%	19
2024 Q1	$1.36M	Sell	44,926 -5,736	-11%	-$166K	0.95%	18
2023 Q4	$1.45M	Hold	50,662	–	–	1.09%	16
2023 Q3	$1.32M	Hold	50,662	–	–	1.01%	14
2023 Q2	$1.38M	Sell	50,662 -35	-0.1%	-$958	1.04%	14
2023 Q1	$1.37M	Sell	50,697 -6,648	-12%	-$177K	1.07%	14
2022 Q4	$1.44M	Buy	+57,345	New	+$1.38M	1.19%	11

Other funds holding DFAI

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 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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Meritas Wealth Management held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q1 2026 at 40,093 shares worth $1.56M. The position accounts for 0.71% of the portfolio, ranked #21.

Meritas Wealth Management first reported a position in DFAI in Q4 2022 and has held it in 14 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Meritas Wealth Management held 40,093 shares of Dimensional International Core Equity Market ETF worth $1.56M as of Q1 2026.
Meritas Wealth Management left its Dimensional International Core Equity Market ETF share count unchanged in Q1 2026.
Dimensional International Core Equity Market ETF made up 0.71% of Meritas Wealth Management's portfolio in Q1 2026, its #21 holding.
Meritas Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Meritas Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.