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 Q3	$203M	Buy	4,896,405 +367,999	+8%	+$15.6M	6.81%	3
2026 Q2	$187M	Buy	4,528,406 +361,377	+9%	+$14.9M	7.26%	3
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Root Financial Partners's DFAI Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional International Core Equity Market ETF (DFAI) stake by 8.1% in Q3 2026, buying an estimated $15.6M and bringing the position to 4,896,405 shares worth $203M. The position accounts for 6.81% of the portfolio, ranked #3.

Root Financial Partners first reported a position in DFAI in Q1 2023 and has held it in 15 quarters since. 240 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Root Financial Partners held 4,896,405 shares of Dimensional International Core Equity Market ETF worth $203M as of Q3 2026.
Root Financial Partners bought 367,999 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $15.6M.
Dimensional International Core Equity Market ETF made up 6.81% of Root Financial Partners's portfolio in Q3 2026, its #3 holding.
Root Financial Partners first reported a position in Dimensional International Core Equity Market ETF in Q1 2023 and has held it in 15 quarters since.
240 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.