RFP
DFAI

RCS Financial Planning’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

RCS Financial Planning’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 		$612K Sell
15,714
-645
-4% -$25.8K 0.32% 56
2025
Q4 		$623K Sell
16,359
-195
-1% -$7.23K 0.27% 61
2025
Q3 		$602K Sell
16,554
-47
-0.3% -$1.66K 0.27% 60
2025
Q2 		$574K Buy
16,601
+532
+3% +$17.4K 0.29% 54
2025
Q1 		$502K Buy
16,069
+2,126
+15% +$65.6K 0.26% 55
2024
Q4 		$407K Sell
13,943
-3,543
-20% -$107K 0.22% 60
2024
Q3 		$556K Sell
17,486
-1,762
-9% -$53.9K 0.31% 45
2024
Q2 		$571K Buy
19,248
+2,162
+13% +$64.9K 0.34% 44
2024
Q1 		$516K Buy
17,086
+339
+2% +$9.82K 0.32% 49
2023
Q4 		$480K Sell
16,747
-3,270
-16% -$87.3K 0.31% 45
2023
Q3 		$523K Buy
20,017
+1,392
+7% +$37.8K 0.4% 42
2023
Q2 		$509K Sell
18,625
-3,524
-16% -$96.4K 0.42% 38
2023
Q1 		$597K Buy
22,149
+1,525
+7% +$40.5K 0.53% 36
2022
Q4 		$516K Buy
+20,624
New +$495K 0.5% 34

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