MWM
DFAI

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

Modern 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 		– Sell
-11,146
Closed -$441K – 1118
2026
Q1 		$441K Buy
11,146
+2,894
+35% +$116K 0.01% 607
2025
Q4 		$314K Buy
+8,252
New +$306K 0.01% 667

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

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

Modern Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2026, closing a stake of 11,146 shares — an estimated $441K sold.

Modern Wealth Management first reported a position in DFAI in Q4 2025 and held it in 2 quarters. The position peaked at $441K in Q1 2026. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Modern Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
  • Modern Wealth Management sold 11,146 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $441K.
  • Modern Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2025 and held it in 2 quarters.
  • Modern Wealth Management's Dimensional International Core Equity Market ETF position peaked at $441K in Q1 2026.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.