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

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return