MPCL
DFAI

My Personal CFO LLC’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

My Personal CFO LLC’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 		$15.9M Buy
386,579
+53,933
+16% +$2.22M 6.22% 3
2026
Q1 		$13M Buy
332,646
+95,184
+40% +$3.81M 5.68% 4
2025
Q4 		$9.05M Buy
237,462
+219,915
+1,253% +$8.15M 3.78% 5
2025
Q3 		$638K Sell
17,547
-103,874
-86% -$3.67M 0.25% 53
2025
Q2 		$4.2M Buy
121,421
+54,162
+81% +$1.77M 1.91% 11
2025
Q1 		$2.1M Buy
67,259
+12,329
+22% +$381K 1.06% 27
2024
Q4 		$1.6M Buy
54,930
+29,580
+117% +$897K 0.82% 32
2024
Q3 		$806K Sell
25,350
-4,852
-16% -$148K 0.44% 45
2024
Q2 		$896K Sell
30,202
-11,497
-28% -$345K 0.48% 43
2024
Q1 		$1.26M Buy
41,699
+30
+0.1% +$869 0.73% 38
2023
Q4 		$1.19M Sell
41,669
-5,895
-12% -$157K 0.78% 35
2023
Q3 		$1.24M Sell
47,564
-2,715
-5% -$73.8K 1% 30
2023
Q2 		$1.37M Buy
50,279
+200
+0.4% +$5.47K 1.08% 28
2023
Q1 		$1.35M Buy
50,079
+32,100
+179% +$853K 1.15% 26
2022
Q4 		$1.23M Sell
17,979
-696
-4% -$16.7K 1.14% 23
2022
Q3 		$998K Buy
+18,675
New +$450K 1.52% 19

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

My Personal CFO LLC's DFAI Position: Q2 2026 in Review

My Personal CFO LLC increased its Dimensional International Core Equity Market ETF (DFAI) stake by 16% in Q2 2026, buying an estimated $2.22M and bringing the position to 386,579 shares worth $15.9M. The position accounts for 6.22% of the portfolio, ranked #3.

My Personal CFO LLC first reported a position in DFAI in Q3 2022 and has held it in 16 quarters since. 450 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • My Personal CFO LLC held 386,579 shares of Dimensional International Core Equity Market ETF worth $15.9M as of Q2 2026.
  • My Personal CFO LLC bought 53,933 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $2.22M.
  • Dimensional International Core Equity Market ETF made up 6.22% of My Personal CFO LLC's portfolio in Q2 2026, its #3 holding.
  • My Personal CFO LLC first reported a position in Dimensional International Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.