PFGIA
DFAI

Patriot Financial Group Insurance Agency’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Patriot Financial Group Insurance Agency’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 		$6.46M Sell
156,706
-156,606
-50% -$6.45M 0.66% 34
2026
Q1 		$12.2M Buy
313,312
+156,439
+100% +$6.26M 0.69% 29
2025
Q4 		$5.98M Hold
156,873
– – 0.71% 30
2025
Q3 		$5.7M Buy
156,873
+4,283
+3% +$151K 0.73% 34
2025
Q2 		$5.28M Sell
152,590
-229
-0.1% -$7.5K 0.61% 35
2025
Q1 		$4.77M Buy
152,819
+4,324
+3% +$134K 0.64% 28
2024
Q4 		$4.34M Buy
148,495
+3,231
+2% +$98K 0.58% 38
2024
Q3 		$4.62M Buy
145,264
+230
+0.2% +$7.04K 0.62% 32
2024
Q2 		$4.3M Buy
145,034
+2,504
+2% +$75.1K 0.63% 30
2024
Q1 		$4.31M Buy
142,530
+4,284
+3% +$124K 0.68% 27
2023
Q4 		$3.96M Sell
138,246
-10,202
-7% -$272K 0.75% 26
2023
Q3 		$3.88M Buy
148,448
+46,544
+46% +$1.26M 0.8% 21
2023
Q2 		$2.78M Buy
101,904
+85,406
+518% +$2.34M 0.52% 38
2023
Q1 		$445K Sell
16,498
-4,348
-21% -$116K 0.09% 244
2022
Q4 		$522K Buy
20,846
+296
+1% +$7.11K 0.07% 205
2022
Q3 		$443K Buy
20,550
+137
+0.7% +$3.3K 0.11% 212
2022
Q2 		$493K Sell
20,413
-23,366
-53% -$613K 0.1% 203
2022
Q1 		$1.23M Buy
43,779
+5,201
+13% +$148K 0.22% 102
2021
Q4 		$1.14M Buy
38,578
+339
+0.9% +$9.98K 0.19% 121
2021
Q3 		$1.1M Buy
+38,239
New +$1.13M 0.2% 120

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFAI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 50% in Q2 2026, selling an estimated $6.45M and leaving 156,706 shares worth $6.46M. The position accounts for 0.66% of the portfolio, ranked #34.

Patriot Financial Group Insurance Agency first reported a position in DFAI in Q3 2021 and has held it in 20 quarters since. The position peaked at $12.2M in Q1 2026. 571 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 156,706 shares of Dimensional International Core Equity Market ETF worth $6.46M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 156,606 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $6.45M.
  • Dimensional International Core Equity Market ETF made up 0.66% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #34 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional International Core Equity Market ETF in Q3 2021 and has held it in 20 quarters since.
  • Patriot Financial Group Insurance Agency's Dimensional International Core Equity Market ETF position peaked at $12.2M in Q1 2026.
  • 571 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.