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

PFG Private 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
2025
Q4 		– Sell
-74,209
Closed -$2.7M – 93
2025
Q3 		$2.7M Buy
+74,209
New +$2.62M 1.2% 28

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

PFG Private Wealth Management's DFAI Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2025, closing a stake of 74,209 shares — an estimated $2.7M sold.

PFG Private Wealth Management first reported a position in DFAI in Q3 2025 and held it in 1 quarter. The position peaked at $2.7M in Q3 2025. 747 funds tracked by Wall St. Rank hold DFAI as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 74,209 Dimensional International Core Equity Market ETF shares in Q4 2025, an estimated $2.7M.
  • PFG Private Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Dimensional International Core Equity Market ETF position peaked at $2.7M in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.