PFM
DFAI

Phillips Financial Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Phillips Financial 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
Q2 		$40.8K Buy
988
+8
+0.8% +$329 ﹤0.01% 252
2026
Q1 		$38.2K Sell
980
-1,342
-58% -$53.7K ﹤0.01% 242
2025
Q4 		$88.5K Buy
2,322
+10
+0.4% +$371 0.01% 234
2025
Q3 		$84K Buy
2,312
+7
+0.3% +$248 0.01% 240
2025
Q2 		$79.7K Buy
2,305
+20
+0.9% +$655 0.01% 211
2025
Q1 		$71.4K Sell
2,285
-38
-2% -$1.17K 0.01% 207
2024
Q4 		$67.8K Buy
2,323
+12
+0.5% +$364 0.01% 205
2024
Q3 		$73.4K Sell
2,311
-11
-0.5% -$337 0.01% 212
2024
Q2 		$68.9K Buy
2,322
+79
+4% +$2.37K 0.01% 212
2024
Q1 		$67.8K Sell
2,243
-332
-13% -$9.61K 0.01% 207
2023
Q4 		$73.7K Sell
2,575
-729
-22% -$19.5K 0.01% 186
2023
Q3 		$86.3K Buy
3,304
+10
+0.3% +$272 0.01% 178
2023
Q2 		$90K Sell
3,294
-5,916
-64% -$162K 0.01% 177
2023
Q1 		$248K Sell
9,210
-416
-4% -$11.1K 0.02% 151
2022
Q4 		$241K Buy
9,626
+10
+0.1% +$240 0.02% 139
2022
Q3 		$207K Sell
9,616
-36,806
-79% -$886K 0.02% 140
2022
Q2 		$999K Buy
46,422
+31,844
+218% +$836K 0.11% 81
2022
Q1 		$410K Buy
+14,578
New +$415K 0.04% 114

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phillips Financial Management's DFAI Position: Q2 2026 in Review

Phillips Financial Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.82% in Q2 2026, buying an estimated $329 and bringing the position to 988 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Phillips Financial Management first reported a position in DFAI in Q1 2022 and has held it in 18 quarters since. The position peaked at $999K in Q2 2022. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Phillips Financial Management held 988 shares of Dimensional International Core Equity Market ETF worth $40.8K as of Q2 2026.
  • Phillips Financial Management bought 8 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $329.
  • Dimensional International Core Equity Market ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #252 holding.
  • Phillips Financial Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Phillips Financial Management's Dimensional International Core Equity Market ETF position peaked at $999K in Q2 2022.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.