SDWIA
DFAI

Schwarz Dygos Wheeler Investment Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$15.5M Buy
375,041
+1,972
+0.5% +$81.2K 2.95% 8
2026
Q1 		$14.5M Buy
373,069
+5,757
+2% +$230K 3.02% 8
2025
Q4 		$14M Sell
367,312
-3,911
-1% -$145K 2.89% 8
2025
Q3 		$13.5M Sell
371,223
-6,914
-2% -$245K 2.86% 8
2025
Q2 		$13.1M Sell
378,137
-3,415
-0.9% -$112K 2.98% 7
2025
Q1 		$11.9M Buy
381,552
+9,847
+3% +$304K 2.82% 7
2024
Q4 		$10.9M Buy
371,705
+12,773
+4% +$387K 2.66% 8
2024
Q3 		$11.4M Sell
358,932
-14,874
-4% -$455K 2.84% 8
2024
Q2 		$11.1M Buy
373,806
+5,696
+2% +$171K 2.97% 8
2024
Q1 		$11.1M Buy
368,110
+41,662
+13% +$1.21M 3.11% 8
2023
Q4 		$9.35M Buy
326,448
+32,253
+11% +$861K 2.88% 8
2023
Q3 		$7.68M Buy
294,195
+8,802
+3% +$239K 2.6% 8
2023
Q2 		$7.8M Buy
285,393
+28,547
+11% +$781K 2.57% 8
2023
Q1 		$6.92M Buy
256,846
+19,632
+8% +$522K 2.51% 10
2022
Q4 		$5.94M Buy
237,214
+22,259
+10% +$534K 2.33% 10
2022
Q3 		$4.64M Buy
214,955
+19,295
+10% +$465K 2.06% 10
2022
Q2 		$4.72M Buy
195,660
+27,744
+17% +$728K 1.9% 11
2022
Q1 		$4.73M Buy
167,916
+30,667
+22% +$874K 1.6% 15
2021
Q4 		$4.06M Buy
137,249
+17,577
+15% +$518K 1.37% 22
2021
Q3 		$3.46M Buy
119,672
+7,628
+7% +$226K 1.27% 23
2021
Q2 		$3.27M Buy
112,044
+32,245
+40% +$945K 1.19% 25
2021
Q1 		$2.23M Buy
+79,799
New +$2.2M 0.92% 31

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DFAI Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.53% in Q2 2026, buying an estimated $81.2K and bringing the position to 375,041 shares worth $15.5M. The position accounts for 2.95% of the portfolio, ranked #8.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFAI in Q1 2021 and has held it in 22 quarters since. 571 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 375,041 shares of Dimensional International Core Equity Market ETF worth $15.5M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 1,972 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $81.2K.
  • Dimensional International Core Equity Market ETF made up 2.95% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional International Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 571 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.