Root Financial Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Root Financial Partners’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	$162M	Buy	4,167,029 +198,552	+5%	+$7.94M	7.51%	2
2025 Q4	$151M	Buy	3,968,477 +189,283	+5%	+$7.02M	7.73%	2
2025 Q3	$137M	Buy	3,779,194 +975,094	+35%	+$34.5M	8.47%	2
2025 Q2	$96.9M	Sell	2,804,100 -498,505	-15%	-$16.3M	9.37%	2
2025 Q1	$103M	Buy	3,302,605 +182,384	+6%	+$5.63M	10.99%	2
2024 Q4	$91.1M	Buy	3,120,221 +694,749	+29%	+$21.1M	11.3%	2
2024 Q3	$77.1M	Buy	2,425,472 +603,208	+33%	+$18.5M	12.33%	2
2024 Q2	$54.1M	Buy	1,822,264 +380,378	+26%	+$11.4M	12.66%	2
2024 Q1	$43.6M	Buy	1,441,886 +194,696	+16%	+$5.64M	12.92%	2
2023 Q4	$35.7M	Buy	1,247,190 +227,783	+22%	+$6.08M	13.42%	2
2023 Q3	$26.6M	Buy	1,019,407 +130,369	+15%	+$3.54M	14.1%	2
2023 Q2	$24.3M	Buy	889,038 +127,427	+17%	+$3.49M	14.46%	2
2023 Q1	$20.5M	Buy	+761,611	New	+$20.2M	14.64%	1

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

Root Financial Partners's DFAI Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional International Core Equity Market ETF (DFAI) stake by 5% in Q1 2026, buying an estimated $7.94M and bringing the position to 4,167,029 shares worth $162M. The position accounts for 7.51% of the portfolio, ranked #2.

Root Financial Partners first reported a position in DFAI in Q1 2023 and has held it in 13 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Root Financial Partners held 4,167,029 shares of Dimensional International Core Equity Market ETF worth $162M as of Q1 2026.
Root Financial Partners bought 198,552 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $7.94M.
Dimensional International Core Equity Market ETF made up 7.51% of Root Financial Partners's portfolio in Q1 2026, its #2 holding.
Root Financial Partners first reported a position in Dimensional International Core Equity Market ETF in Q1 2023 and has held it in 13 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.