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

Olistico Wealth’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	$3.28M	Buy	79,403 +8,991	+13%	+$370K	1.4%	17
2026 Q1	$2.74M	Buy	70,412 +34,425	+96%	+$1.38M	1.35%	19
2025 Q4	$1.37M	Buy	+35,987	New	+$1.33M	0.67%	33
2025 Q3	–	Sell	-699	Closed	-$24.2K	–	153
2025 Q2	$24.2K	Buy	699 +2	+0.3%	+$66	0.01%	214
2025 Q1	$21.8K	Sell	697 -98	-12%	-$3.03K	0.01%	207
2024 Q4	$23.2K	Sell	795 -31	-4%	-$940	0.01%	205
2024 Q3	$26.3K	Sell	826 -1,147	-58%	-$35.1K	0.02%	199
2024 Q2	$58.5K	Buy	+1,973	New	+$59.2K	0.04%	151
2023 Q2	–	Sell	-19,776	Closed	-$533K	–	109
2023 Q1	$533K	Buy	19,776 +10	+0.1%	+$266	0.52%	52
2022 Q4	$495K	Buy	+19,766	New	+$474K	0.54%	53

Other funds holding DFAI

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return