Quantum Financial Advisors
DFAI icon

Quantum Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Quantum Financial 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
Q3 		$17.2M Buy
414,327
+2,078
+0.5% +$88K 1.66% 18
2026
Q2 		$17M Sell
412,249
-1,997
-0.5% -$82.2K 1.68% 19
2026
Q1 		$16.1M Sell
414,246
-4,594
-1% -$184K 1.81% 18
2025
Q4 		$16M Sell
418,840
-9,412
-2% -$349K 1.79% 17
2025
Q3 		$15.6M Sell
428,252
-35,381
-8% -$1.25M 1.9% 16
2025
Q2 		$16M Sell
463,633
-102,970
-18% -$3.37M 2.17% 13
2025
Q1 		$17.7M Sell
566,603
-17,045
-3% -$526K 2.64% 10
2024
Q4 		$17M Buy
583,648
+81,046
+16% +$2.46M 2.6% 10
2024
Q3 		$16M Buy
502,602
+58,220
+13% +$1.78M 2.5% 12
2024
Q2 		$13.2M Buy
444,382
+6,129
+1% +$184K 2.32% 13
2024
Q1 		$13.2M Buy
438,253
+196,343
+81% +$5.69M 2.44% 11
2023
Q4 		$6.93M Sell
241,910
-7,883
-3% -$210K 1.69% 14
2023
Q3 		$6.52M Sell
249,793
-595
-0.2% -$16.2K 1.92% 14
2023
Q2 		$6.84M Sell
250,388
-14,688
-6% -$402K 2.01% 14
2023
Q1 		$7.14M Sell
265,076
-6,962
-3% -$185K 2.25% 13
2022
Q4 		$6.81M Buy
272,038
+183,827
+208% +$4.41M 3.07% 9
2022
Q3 		$1.9M Buy
88,211
+38,320
+77% +$923K 0.84% 14
2022
Q2 		$1.28M Buy
+49,891
New +$1.31M 0.48% 18

Other funds holding DFAI

First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Quantum Financial Advisors's DFAI Position: Q3 2026 in Review

Quantum Financial Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.5% in Q3 2026, buying an estimated $88K and bringing the position to 414,327 shares worth $17.2M. The position accounts for 1.66% of the portfolio, ranked #18.

Quantum Financial Advisors first reported a position in DFAI in Q2 2022 and has held it in 18 quarters since. The position peaked at $17.7M in Q1 2025. 611 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • Quantum Financial Advisors held 414,327 shares of Dimensional International Core Equity Market ETF worth $17.2M as of Q3 2026.
  • Quantum Financial Advisors bought 2,078 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $88K.
  • Dimensional International Core Equity Market ETF made up 1.66% of Quantum Financial Advisors's portfolio in Q3 2026, its #18 holding.
  • Quantum Financial Advisors first reported a position in Dimensional International Core Equity Market ETF in Q2 2022 and has held it in 18 quarters since.
  • Quantum Financial Advisors's Dimensional International Core Equity Market ETF position peaked at $17.7M in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.