QFA
DFAI

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
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 		$1.27M Buy
+49,891
New +$1.31M 0.48% 18

Other funds holding DFAI

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return