NWM
DFAI

Northwest Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Northwest Wealth Management’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 		$11.9M Buy
287,923
+15,979
+6% +$658K 1.57% 14
2026
Q1 		$10.6M Buy
271,944
+6,757
+3% +$270K 1.59% 15
2025
Q4 		$10.1M Buy
265,187
+14,491
+6% +$537K 1.59% 18
2025
Q3 		$9.11M Sell
250,696
-4,064
-2% -$144K 1.5% 17
2025
Q2 		$8.81M Sell
254,760
-101
-0% -$3.31K 1.59% 16
2025
Q1 		$7.96M Buy
254,861
+23,113
+10% +$714K 1.59% 17
2024
Q4 		$6.77M Buy
231,748
+47,521
+26% +$1.44M 1.43% 17
2024
Q3 		$5.85M Buy
184,227
+34,153
+23% +$1.05M 1.37% 20
2024
Q2 		$4.45M Buy
150,074
+30,311
+25% +$910K 1.15% 22
2024
Q1 		$3.62M Buy
119,763
+42,338
+55% +$1.23M 0.99% 25
2023
Q4 		$2.22M Buy
77,425
+44,340
+134% +$1.18M 0.67% 38
2023
Q3 		$864K Buy
+33,085
New +$899K 0.31% 66

Other funds holding DFAI

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return