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

PlanWiser 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 Q2	$3.83M	Sell	92,813 -72,605	-44%	-$2.99M	2.66%	10
2026 Q1	$6.84M	Sell	165,418 -926	-0.6%	-$37K	4.95%	6
2025 Q4	$6.56M	Buy	166,344 +72,651	+78%	+$2.69M	4.91%	4
2025 Q3	$3.43M	Sell	93,693 -102,465	-52%	-$3.62M	2.72%	12
2025 Q2	$6.8M	Buy	196,158 +105,111	+115%	+$3.44M	5.8%	4
2025 Q1	$2.98M	Buy	+91,047	New	+$2.81M	2.7%	12

Other funds holding DFAI

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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

PlanWiser Financial's DFAI Position: Q2 2026 in Review

PlanWiser Financial reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 44% in Q2 2026, selling an estimated $2.99M and leaving 92,813 shares worth $3.83M. The position accounts for 2.66% of the portfolio, ranked #10.

PlanWiser Financial first reported a position in DFAI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.84M in Q1 2026. 829 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

PlanWiser Financial held 92,813 shares of Dimensional International Core Equity Market ETF worth $3.83M as of Q2 2026.
PlanWiser Financial sold 72,605 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $2.99M.
Dimensional International Core Equity Market ETF made up 2.66% of PlanWiser Financial's portfolio in Q2 2026, its #10 holding.
PlanWiser Financial first reported a position in Dimensional International Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's Dimensional International Core Equity Market ETF position peaked at $6.84M in Q1 2026.
829 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.