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
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 $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return