SWA
DFAI

Sax Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Sax Wealth 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 		$47.9M Buy
1,229,643
+272,176
+28% +$11.2M 1.95% 9
2026
Q1 		$36.5M Sell
957,467
-2,275
-0.2% -$91K 1.77% 11
2025
Q4 		$36.6M Buy
959,742
+75,035
+8% +$2.78M 1.72% 11
2025
Q3 		$32.2M Buy
884,707
+15,770
+2% +$558K 1.73% 12
2025
Q2 		$30M Buy
868,937
+44,102
+5% +$1.45M 1.81% 11
2025
Q1 		$25.8M Buy
824,835
+74,201
+10% +$2.29M 1.84% 12
2024
Q4 		$21.9M Buy
750,634
+9,669
+1% +$293K 1.72% 13
2024
Q3 		$23.5M Buy
740,965
+51,277
+7% +$1.57M 2.1% 13
2024
Q2 		$20.5M Buy
689,688
+127,699
+23% +$3.83M 1.95% 12
2024
Q1 		$17M Buy
561,989
+170,367
+44% +$4.93M 1.98% 12
2023
Q4 		$11.2M Buy
391,622
+174,635
+80% +$4.66M 1.83% 15
2023
Q3 		$5.67M Buy
216,987
+46,649
+27% +$1.27M 1.12% 25
2023
Q2 		$4.65M Buy
170,338
+52,777
+45% +$1.44M 0.93% 28
2023
Q1 		$3.17M Buy
117,561
+18,464
+19% +$491K 0.69% 31
2022
Q4 		$2.48M Buy
99,097
+21,274
+27% +$511K 0.57% 34
2022
Q3 		$1.68M Buy
77,823
+16,222
+26% +$391K 0.43% 45
2022
Q2 		$1.49M Buy
61,601
+47,271
+330% +$1.24M 0.38% 48
2022
Q1 		$403K Buy
14,330
+2,514
+21% +$71.6K 0.1% 118
2021
Q4 		$349K Buy
11,816
+1,737
+17% +$51.2K 0.07% 138
2021
Q3 		$291K Buy
+10,079
New +$298K 0.07% 134

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sax Wealth Advisors's DFAI Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 28% in Q2 2026, buying an estimated $11.2M and bringing the position to 1,229,643 shares worth $47.9M. The position accounts for 1.95% of the portfolio, ranked #9.

Sax Wealth Advisors first reported a position in DFAI in Q3 2021 and has held it in 20 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Sax Wealth Advisors held 1,229,643 shares of Dimensional International Core Equity Market ETF worth $47.9M as of Q2 2026.
  • Sax Wealth Advisors bought 272,176 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $11.2M.
  • Dimensional International Core Equity Market ETF made up 1.95% of Sax Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Sax Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.