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

Plan Group Financial’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	$3.18M	Sell	76,314 -17,157	-18%	-$727K	0.62%	54
2026 Q2	$3.86M	Sell	93,471 -6,731	-7%	-$277K	0.79%	38
2026 Q1	$3.9M	Sell	100,202 -30,493	-23%	-$1.22M	0.92%	33
2025 Q4	$4.98M	Sell	130,695 -38,777	-23%	-$1.44M	1.29%	24
2025 Q3	$6.16M	Sell	169,472 -71,380	-30%	-$2.52M	1.65%	12
2025 Q2	$8.33M	Sell	240,852 -98,264	-29%	-$3.22M	2.74%	6
2025 Q1	$10.6M	Buy	339,116 +60,613	+22%	+$1.87M	3.78%	5
2024 Q4	$8.13M	Buy	278,503 +1,388	+0.5%	+$42.1K	4.3%	5
2024 Q3	$8.81M	Buy	277,115 +13,742	+5%	+$421K	4.65%	4
2024 Q2	$7.81M	Buy	263,373 +14,777	+6%	+$443K	4.78%	4
2024 Q1	$7.51M	Buy	248,596 +30,580	+14%	+$886K	4.93%	4
2023 Q4	$6.24M	Sell	218,016 -263,573	-55%	-$7.04M	5.48%	4
2023 Q3	$12.6M	Sell	481,589 -103,313	-18%	-$2.81M	9.06%	2
2023 Q2	$16M	Buy	+584,902	New	+$16M	13.37%	1

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

Plan Group Financial's DFAI Position: Q3 2026 in Review

Plan Group Financial reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 18% in Q3 2026, selling an estimated $727K and leaving 76,314 shares worth $3.18M. The position accounts for 0.62% of the portfolio, ranked #54.

Plan Group Financial first reported a position in DFAI in Q2 2023 and has held it in 14 quarters since. The position peaked at $16M in Q2 2023. 292 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Plan Group Financial held 76,314 shares of Dimensional International Core Equity Market ETF worth $3.18M as of Q3 2026.
Plan Group Financial sold 17,157 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $727K.
Dimensional International Core Equity Market ETF made up 0.62% of Plan Group Financial's portfolio in Q3 2026, its #54 holding.
Plan Group Financial first reported a position in Dimensional International Core Equity Market ETF in Q2 2023 and has held it in 14 quarters since.
Plan Group Financial's Dimensional International Core Equity Market ETF position peaked at $16M in Q2 2023.
292 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.