OAS
DFAI

Optivise Advisory Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Optivise Advisory Services’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 		$271K Hold
6,572
– – 0.14% 170
2026
Q1 		$256K Hold
6,572
– – 0.16% 152
2025
Q4 		$250K Hold
6,572
– – 0.14% 158
2025
Q3 		$239K Sell
6,572
-4,807
-42% -$170K 0.14% 160
2025
Q2 		$393K Buy
11,379
+2,194
+24% +$71.9K 0.2% 111
2025
Q1 		$287K Hold
9,185
– – 0.16% 132
2024
Q4 		$268K Hold
9,185
– – 0.14% 140
2024
Q3 		$292K Buy
+9,185
New +$281K 0.15% 123

Other funds holding DFAI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 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

Optivise Advisory Services's DFAI Position: Q2 2026 in Review

Optivise Advisory Services held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q2 2026 at 6,572 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #170.

Optivise Advisory Services first reported a position in DFAI in Q3 2024 and has held it in 8 quarters since. The position peaked at $393K in Q2 2025. 194 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Optivise Advisory Services held 6,572 shares of Dimensional International Core Equity Market ETF worth $271K as of Q2 2026.
  • Optivise Advisory Services left its Dimensional International Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional International Core Equity Market ETF made up 0.14% of Optivise Advisory Services's portfolio in Q2 2026, its #170 holding.
  • Optivise Advisory Services first reported a position in Dimensional International Core Equity Market ETF in Q3 2024 and has held it in 8 quarters since.
  • Optivise Advisory Services's Dimensional International Core Equity Market ETF position peaked at $393K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.