MFS
DFAI

Montgomery Financial Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Montgomery Financial Services’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 		$9.73K Buy
+236
New +$9.71K 0.01% 176

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Montgomery Financial Services's DFAI Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Dimensional International Core Equity Market ETF (DFAI) in Q2 2026: 236 shares worth $9.73K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings.

800 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Montgomery Financial Services held 236 shares of Dimensional International Core Equity Market ETF worth $9.73K as of Q2 2026.
  • Dimensional International Core Equity Market ETF was a new Montgomery Financial Services position in Q2 2026.
  • Dimensional International Core Equity Market ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #176 holding.
  • 800 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.