Monument Group Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Monument Group Wealth 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 Q2	$35.5M	Buy	860,976 +48,854	+6%	+$2.01M	17.05%	2
2026 Q1	$31.6M	Buy	812,122 +12,443	+2%	+$498K	17.56%	2
2025 Q4	$30.5M	Buy	799,679 +23,903	+3%	+$886K	16.61%	2
2025 Q3	$28.2M	Buy	775,776 +28,872	+4%	+$1.02M	16.6%	2
2025 Q2	$25.8M	Buy	746,904 +29,874	+4%	+$979K	16.26%	2
2025 Q1	$22.4M	Sell	717,030 -1,072	-0.1%	-$33.1K	15.52%	2
2024 Q4	$21M	Sell	718,102 -119,794	-14%	-$3.63M	14.84%	2
2024 Q3	$26.6M	Buy	837,896 +70,573	+9%	+$2.16M	16%	2
2024 Q2	$22.8M	Buy	767,323 +49,861	+7%	+$1.5M	15.31%	2
2024 Q1	$21.7M	Buy	717,462 +78,809	+12%	+$2.28M	16.07%	2
2023 Q4	$18.3M	Buy	+638,653	New	+$17.1M	15.6%	2

Other funds holding DFAI

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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Monument Group Wealth Advisors's DFAI Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 6% in Q2 2026, buying an estimated $2.01M and bringing the position to 860,976 shares worth $35.5M. The position accounts for 17.05% of the portfolio, ranked #2.

Monument Group Wealth Advisors first reported a position in DFAI in Q4 2023 and has held it in 11 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Monument Group Wealth Advisors held 860,976 shares of Dimensional International Core Equity Market ETF worth $35.5M as of Q2 2026.
Monument Group Wealth Advisors bought 48,854 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $2.01M.
Dimensional International Core Equity Market ETF made up 17.05% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Monument Group Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.