PFG
DFAI

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

Pinnacle Financial Group’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 		$4.31M Buy
110,726
+2,532
+2% +$101K 1.18% 25
2025
Q4 		$4.12M Buy
108,194
+1,545
+1% +$57.3K 1.2% 24
2025
Q3 		$3.88M Buy
106,649
+2,930
+3% +$104K 1.17% 23
2025
Q2 		$3.59M Sell
103,719
-13,301
-11% -$436K 1.2% 22
2025
Q1 		$3.65M Buy
117,020
+3,445
+3% +$106K 1.33% 21
2024
Q4 		$3.32M Sell
113,575
-1,550
-1% -$47K 1.3% 21
2024
Q3 		$3.66M Sell
115,125
-1,010
-0.9% -$30.9K 1.43% 20
2024
Q2 		$3.45M Sell
116,135
-5,825
-5% -$175K 1.47% 18
2024
Q1 		$3.69M Buy
121,960
+17,502
+17% +$507K 1.62% 17
2023
Q4 		$2.99M Sell
104,458
-7,453
-7% -$199K 1.53% 19
2023
Q3 		$2.92M Sell
111,911
-1,233
-1% -$33.5K 1.74% 15
2023
Q2 		$3.09M Sell
113,144
-1,466
-1% -$40.1K 1.76% 16
2023
Q1 		$3.09M Buy
114,610
+10,771
+10% +$286K 1.84% 16
2022
Q4 		$2.6M Buy
103,839
+82,387
+384% +$1.98M 1.84% 15
2022
Q3 		$463K Buy
21,452
+3,640
+20% +$87.7K 0.4% 31
2022
Q2 		$430K Buy
17,812
+7,316
+70% +$192K 0.37% 32
2022
Q1 		$295K Buy
+10,496
New +$299K 0.24% 50

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