MFC
DFAI

Morris Financial Concepts’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Morris Financial Concepts’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 		$704K Buy
17,067
+266
+2% +$10.9K 0.22% 60
2026
Q1 		$655K Sell
16,801
-263
-2% -$10.5K 0.22% 61
2025
Q4 		$650K Buy
17,064
+26
+0.2% +$964 0.23% 61
2025
Q3 		$619K Sell
17,038
-41
-0.2% -$1.45K 0.22% 63
2025
Q2 		$590K Buy
17,079
+1,443
+9% +$47.3K 0.23% 60
2025
Q1 		$488K Buy
15,636
+6,380
+69% +$197K 0.2% 71
2024
Q4 		$270K Buy
9,256
+1,216
+15% +$36.9K 0.12% 102
2024
Q3 		$256K Buy
8,040
+3,233
+67% +$98.9K 0.11% 102
2024
Q2 		$143K Buy
4,807
+1,393
+41% +$41.8K 0.07% 106
2024
Q1 		$103K Sell
3,414
-392
-10% -$11.4K 0.05% 108
2023
Q4 		$109K Sell
3,806
-380
-9% -$10.1K 0.06% 107
2023
Q3 		$109K Buy
4,186
+281
+7% +$7.63K 0.07% 94
2023
Q2 		$107K Buy
3,905
+668
+21% +$18.3K 0.07% 93
2023
Q1 		$87.2K Buy
3,237
+416
+15% +$11.1K 0.06% 96
2022
Q4 		$70.6K Buy
+2,821
New +$67.7K 0.06% 92
2022
Q3 		– Sell
-181
Closed -$4K – 120
2022
Q2 		$4K Buy
181
+90
+99% +$2.36K ﹤0.01% 109
2022
Q1 		$3K Buy
91
+63
+225% +$1.79K ﹤0.01% 109
2021
Q4 		$1K Buy
+28
New +$825 ﹤0.01% 103

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

Morris Financial Concepts's DFAI Position: Q2 2026 in Review

Morris Financial Concepts increased its Dimensional International Core Equity Market ETF (DFAI) stake by 1.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 17,067 shares worth $704K. The position accounts for 0.22% of the portfolio, ranked #60.

Morris Financial Concepts first reported a position in DFAI in Q4 2021 and has held it in 18 quarters since. 830 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Morris Financial Concepts held 17,067 shares of Dimensional International Core Equity Market ETF worth $704K as of Q2 2026.
  • Morris Financial Concepts bought 266 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $10.9K.
  • Dimensional International Core Equity Market ETF made up 0.22% of Morris Financial Concepts's portfolio in Q2 2026, its #60 holding.
  • Morris Financial Concepts first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 830 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.