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

Perigon 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 Q3	$39.6M	Sell	956,537 -45,643	-5%	-$1.93M	0.61%	30
2026 Q2	$41.3M	Buy	1,002,180 +2,749	+0.3%	+$113K	0.65%	28
2026 Q1	$38.9M	Buy	999,431 +44,120	+5%	+$1.76M	0.71%	25
2025 Q4	$36.4M	Buy	955,311 +23,865	+3%	+$884K	0.65%	28
2025 Q3	$33.9M	Buy	931,446 +94,949	+11%	+$3.36M	0.69%	24
2025 Q2	$28.9M	Buy	836,497 +63,770	+8%	+$2.09M	0.68%	24
2025 Q1	$24.1M	Buy	772,727 +45,709	+6%	+$1.41M	0.62%	28
2024 Q4	$21.4M	Buy	727,018 +10,036	+1%	+$304K	0.53%	32
2024 Q3	$22.8M	Buy	716,982 +23,930	+3%	+$732K	0.6%	27
2024 Q2	$20.6M	Buy	693,052 +28,109	+4%	+$844K	0.6%	27
2024 Q1	$20.1M	Buy	664,943 +38,635	+6%	+$1.12M	0.61%	29
2023 Q4	$17.9M	Sell	626,308 -48,135	-7%	-$1.29M	0.59%	35
2023 Q3	$17.6M	Buy	674,443 +90,104	+15%	+$2.45M	0.71%	29
2023 Q2	$16M	Buy	584,339 +58,973	+11%	+$1.61M	0.63%	32
2023 Q1	$14.2M	Buy	525,366 +75,540	+17%	+$2.01M	0.8%	22
2022 Q4	$11.3M	Buy	449,826 +274,638	+157%	+$6.59M	0.7%	26
2022 Q3	$3.78M	Buy	175,188 +18,603	+12%	+$448K	0.33%	66
2022 Q2	$3.78M	Buy	156,585 +57,587	+58%	+$1.51M	0.32%	73
2022 Q1	$2.79M	Sell	98,998 -574	-0.6%	-$16.4K	0.2%	98
2021 Q4	$2.94M	Buy	99,572 +10,521	+12%	+$310K	0.21%	94
2021 Q3	$2.57M	Buy	89,051 +19,326	+28%	+$572K	0.22%	91
2021 Q2	$2.04M	Buy	69,725 +21,029	+43%	+$616K	0.18%	107
2021 Q1	$1.36M	Buy	48,696 +45,498	+1,423%	+$1.25M	0.14%	142
2020 Q4	$85K	Buy	+3,198	New	+$83.1K	0.01%	587

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

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

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Perigon Wealth Management's DFAI Position: Q3 2026 in Review

Perigon Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 4.6% in Q3 2026, selling an estimated $1.93M and leaving 956,537 shares worth $39.6M. The position accounts for 0.61% of the portfolio, ranked #30.

Perigon Wealth Management first reported a position in DFAI in Q4 2020 and has held it in 24 quarters since. The position peaked at $41.3M in Q2 2026. 538 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Perigon Wealth Management held 956,537 shares of Dimensional International Core Equity Market ETF worth $39.6M as of Q3 2026.
Perigon Wealth Management sold 45,643 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $1.93M.
Dimensional International Core Equity Market ETF made up 0.61% of Perigon Wealth Management's portfolio in Q3 2026, its #30 holding.
Perigon Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2020 and has held it in 24 quarters since.
Perigon Wealth Management's Dimensional International Core Equity Market ETF position peaked at $41.3M in Q2 2026.
538 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.