MGIA
DFAI

Moneta Group Investment Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Moneta Group Investment Advisors’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 		$2.27M Sell
58,223
-8,815
-13% -$353K 0.02% 253
2025
Q4 		$2.55M Buy
67,038
+4,206
+7% +$156K 0.02% 240
2025
Q3 		$2.28M Buy
+62,832
New +$2.22M 0.02% 252

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

Moneta Group Investment Advisors's DFAI Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 13% in Q1 2026, selling an estimated $353K and leaving 58,223 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #253.

Moneta Group Investment Advisors first reported a position in DFAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.55M in Q4 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Moneta Group Investment Advisors held 58,223 shares of Dimensional International Core Equity Market ETF worth $2.27M as of Q1 2026.
  • Moneta Group Investment Advisors sold 8,815 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $353K.
  • Dimensional International Core Equity Market ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #253 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional International Core Equity Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Dimensional International Core Equity Market ETF position peaked at $2.55M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.