PPWP
DFAI

Premier Path Wealth Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Premier Path Wealth Partners’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 		$5.73M Sell
147,148
-25,213
-15% -$1.01M 0.75% 30
2025
Q4 		$6.57M Sell
172,361
-11,699
-6% -$434K 0.85% 27
2025
Q3 		$6.69M Buy
184,060
+7,423
+4% +$263K 0.86% 29
2025
Q2 		$6.11M Sell
176,637
-2,048
-1% -$67.1K 0.85% 27
2025
Q1 		$5.58M Buy
178,685
+5,228
+3% +$161K 0.87% 27
2024
Q4 		$5.06M Buy
173,457
+7,063
+4% +$214K 0.77% 32
2024
Q3 		$5.29M Buy
166,394
+7,254
+5% +$222K 0.83% 30
2024
Q2 		$4.72M Buy
159,140
+6,854
+5% +$206K 0.8% 28
2024
Q1 		$4.61M Buy
152,286
+32,042
+27% +$928K 0.87% 26
2023
Q4 		$3.5M Buy
+120,244
New +$3.21M 0.77% 30

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