PWM
DFAI

Platform Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Platform Wealth 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
Q2 		$12.2M Buy
+295,064
New +$12.1M 4.45% 8
2025
Q4 		$10.4M Buy
+272,128
New +$10.1M 2.76% 12

Other funds holding DFAI

Envestnet Asset Management
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Platform Wealth Management's DFAI Position: Q2 2026 in Review

Platform Wealth Management opened a new position in Dimensional International Core Equity Market ETF (DFAI) in Q2 2026: 295,064 shares worth $12.2M. The stake represents 4.45% of the portfolio and ranks #8 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFAI as recently as Q4 2025.

Platform Wealth Management first reported a position in DFAI in Q4 2025 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Platform Wealth Management held 295,064 shares of Dimensional International Core Equity Market ETF worth $12.2M as of Q2 2026.
  • Dimensional International Core Equity Market ETF was a new Platform Wealth Management position in Q2 2026.
  • Dimensional International Core Equity Market ETF made up 4.45% of Platform Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Platform Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.