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

Private Wealth Management Group’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	$17.1M	Buy	439,914 +37,292	+9%	+$1.49M	4.5%	7
2025 Q4	$15.3M	Buy	402,622 +60,500	+18%	+$2.24M	4.1%	7
2025 Q3	$12.4M	Buy	342,122 +59,311	+21%	+$2.1M	3.42%	11
2025 Q2	$9.78M	Buy	282,811 +44,915	+19%	+$1.47M	3.25%	11
2025 Q1	$7.43M	Buy	237,896 +98,387	+71%	+$3.04M	2.74%	15
2024 Q4	$4.07M	Buy	139,509 +75,333	+117%	+$2.28M	1.56%	18
2024 Q3	$2.04M	Buy	64,176 +37,722	+143%	+$1.15M	0.81%	21
2024 Q2	$785K	Buy	+26,454	New	+$794K	0.34%	36

Other funds holding DFAI

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 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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Private Wealth Management Group's DFAI Position: Q1 2026 in Review

Private Wealth Management Group increased its Dimensional International Core Equity Market ETF (DFAI) stake by 9.3% in Q1 2026, buying an estimated $1.49M and bringing the position to 439,914 shares worth $17.1M. The position accounts for 4.5% of the portfolio, ranked #7.

Private Wealth Management Group first reported a position in DFAI in Q2 2024 and has held it in 8 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Private Wealth Management Group held 439,914 shares of Dimensional International Core Equity Market ETF worth $17.1M as of Q1 2026.
Private Wealth Management Group bought 37,292 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $1.49M.
Dimensional International Core Equity Market ETF made up 4.5% of Private Wealth Management Group's portfolio in Q1 2026, its #7 holding.
Private Wealth Management Group first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and has held it in 8 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.