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

Oak 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 Q3	$17M	Buy	411,090 +9	+0%	+$381	7.64%	4
2026 Q2	$17M	Sell	411,081 -1,932	-0.5%	-$79.5K	8.13%	4
2026 Q1	$16.1M	Buy	413,013 +5,031	+1%	+$201K	8.84%	4
2025 Q4	$15.5M	Sell	407,982 -859	-0.2%	-$31.8K	8.93%	4
2025 Q3	$14.9M	Buy	408,841 +6,637	+2%	+$235K	8.64%	4
2025 Q2	$13.9M	Buy	402,204 +22,215	+6%	+$728K	8.92%	4
2025 Q1	$11.9M	Buy	379,989 +2,198	+0.6%	+$67.9K	8.78%	4
2024 Q4	$11M	Buy	+377,791	New	+$11.5M	8.49%	4

Other funds holding DFAI

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Oak Wealth Advisors's DFAI Position: Q3 2026 in Review

Oak Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0% in Q3 2026, buying an estimated $381 and bringing the position to 411,090 shares worth $17M. The position accounts for 7.64% of the portfolio, ranked #4.

Oak Wealth Advisors first reported a position in DFAI in Q4 2024 and has held it in 8 quarters since. 761 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Oak Wealth Advisors held 411,090 shares of Dimensional International Core Equity Market ETF worth $17M as of Q3 2026.
Oak Wealth Advisors bought 9 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $381.
Dimensional International Core Equity Market ETF made up 7.64% of Oak Wealth Advisors's portfolio in Q3 2026, its #4 holding.
Oak Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
761 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.