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

Private Wealth Asset 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
2025 Q4	–	Sell	-921	Closed	-$33.5K	–	1110
2025 Q3	$33.5K	Hold	921	–	–	﹤0.01%	450
2025 Q2	$31.8K	Hold	921	–	–	﹤0.01%	469
2025 Q1	$28.8K	Buy	+921	New	+$28.4K	﹤0.01%	450

Other funds holding DFAI

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Private Wealth Asset Management's DFAI Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2025, closing a stake of 921 shares — an estimated $33.5K sold.

Private Wealth Asset Management first reported a position in DFAI in Q1 2025 and held it in 3 quarters. The position peaked at $33.5K in Q3 2025. 747 funds tracked by Wall St. Rank hold DFAI as of Q4 2025.

Private Wealth Asset Management reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 921 Dimensional International Core Equity Market ETF shares in Q4 2025, an estimated $33.5K.
Private Wealth Asset Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2025 and held it in 3 quarters.
Private Wealth Asset Management's Dimensional International Core Equity Market ETF position peaked at $33.5K in Q3 2025.
747 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.