PWIA
DFAI

Porter White Investment Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Porter White Investment Advisors’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 		$805K Sell
20,670
-1,022
-5% -$40.9K 0.32% 29
2025
Q4 		$827K Buy
21,692
+55
+0.3% +$2.04K 0.34% 29
2025
Q3 		$787K Sell
21,637
-372
-2% -$13.2K 0.34% 27
2025
Q2 		$761K Sell
22,009
-515
-2% -$16.9K 0.35% 26
2025
Q1 		$703K Buy
22,524
+853
+4% +$26.3K 0.35% 26
2024
Q4 		$633K Sell
21,671
-1,564
-7% -$47.4K 0.32% 27
2024
Q3 		$738K Sell
23,235
-5,838
-20% -$179K 0.37% 23
2024
Q2 		$863K Sell
29,073
-425
-1% -$12.8K 0.46% 21
2024
Q1 		$891K Buy
29,498
+6,252
+27% +$181K 0.47% 21
2023
Q4 		$666K Buy
23,246
+2,777
+14% +$74.1K 0.41% 22
2023
Q3 		$534K Buy
20,469
+3,271
+19% +$88.9K 0.41% 19
2023
Q2 		$470K Buy
17,198
+3,462
+25% +$94.7K 0.37% 21
2023
Q1 		$370K Buy
13,736
+1,373
+11% +$36.5K 0.32% 19
2022
Q4 		$310K Buy
+12,363
New +$297K 0.27% 18

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