MWM
DFAI

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
Q2 		$1.65M Hold
40,093
– – 0.65% 21
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 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

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

Meritas Wealth Management held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q2 2026 at 40,093 shares worth $1.65M. The position accounts for 0.65% of the portfolio, ranked #21.

Meritas Wealth Management first reported a position in DFAI in Q4 2022 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Meritas Wealth Management held 40,093 shares of Dimensional International Core Equity Market ETF worth $1.65M as of Q2 2026.
  • Meritas Wealth Management left its Dimensional International Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional International Core Equity Market ETF made up 0.65% of Meritas Wealth Management's portfolio in Q2 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 15 quarters since.
  • 211 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.