Pinnacle Associates’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Pinnacle Associates’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	$14.8M	Hold	357,831	–	–	0.17%	130
2026 Q2	$14.8M	Buy	357,831 +758	+0.2%	+$31.2K	0.16%	133
2026 Q1	$13.9M	Sell	357,073 -34,956	-9%	-$1.4M	0.18%	131
2025 Q4	$14.9M	Hold	392,029	–	–	0.19%	115
2025 Q3	$14.3M	Hold	392,029	–	–	0.19%	124
2025 Q2	$13.6M	Buy	392,029 +5,293	+1%	+$173K	0.2%	113
2025 Q1	$12.1M	Buy	386,736 +5,766	+2%	+$178K	0.18%	124
2024 Q4	$11.1M	Sell	380,970 -4,555	-1%	-$138K	0.15%	142
2024 Q3	$11M	Buy	385,525 +6,093	+2%	+$186K	0.19%	139
2024 Q2	$11.3M	Sell	379,432 -3,869	-1%	-$116K	0.18%	136
2024 Q1	$11.6M	Sell	383,301 -2,224	-0.6%	-$64.4K	0.18%	141
2023 Q4	$11M	Sell	385,525 -29,339	-7%	-$783K	0.19%	141
2023 Q3	$10.8M	Buy	414,864 +4,939	+1%	+$134K	0.2%	131
2023 Q2	$11.2M	Sell	409,925 -2,425	-0.6%	-$66.4K	0.19%	133
2023 Q1	$11.1M	Buy	+412,350	New	+$11M	0.23%	129

Other funds holding DFAI

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Pinnacle Associates's DFAI Position: Q3 2026 in Review

Pinnacle Associates held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q3 2026 at 357,831 shares worth $14.8M. The position accounts for 0.17% of the portfolio, ranked #130.

Pinnacle Associates first reported a position in DFAI in Q1 2023 and has held it in 15 quarters since. The position peaked at $14.9M in Q4 2025. 287 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Pinnacle Associates held 357,831 shares of Dimensional International Core Equity Market ETF worth $14.8M as of Q3 2026.
Pinnacle Associates left its Dimensional International Core Equity Market ETF share count unchanged in Q3 2026.
Dimensional International Core Equity Market ETF made up 0.17% of Pinnacle Associates's portfolio in Q3 2026, its #130 holding.
Pinnacle Associates first reported a position in Dimensional International Core Equity Market ETF in Q1 2023 and has held it in 15 quarters since.
Pinnacle Associates's Dimensional International Core Equity Market ETF position peaked at $14.9M in Q4 2025.
287 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.