SWM
DFAI

Seed Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Seed Wealth Management’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 		$626K Hold
16,070
– – 0.43% 41
2025
Q4 		$612K Sell
16,070
-320
-2% -$11.9K 0.42% 42
2025
Q3 		$596K Hold
16,390
– – 0.41% 44
2025
Q2 		$567K Buy
16,390
+940
+6% +$30.8K 0.42% 60
2025
Q1 		$483K Hold
15,450
– – 0.39% 65
2024
Q4 		$451K Hold
15,450
– – 0.36% 71
2024
Q3 		$491K Sell
15,450
-3,000
-16% -$91.8K 0.39% 66
2024
Q2 		$547K Hold
18,450
– – 0.48% 55
2024
Q1 		$555K Hold
18,450
– – 0.53% 49
2023
Q4 		$523K Hold
18,450
– – 0.53% 51
2023
Q3 		$482K Hold
18,450
– – 0.54% 53
2023
Q2 		$504K Hold
18,450
– – 0.53% 53
2023
Q1 		$497K Hold
18,450
– – 0.56% 48
2022
Q4 		$462K Buy
+18,450
New +$443K 0.53% 48

Other funds holding DFAI

Envestnet Asset Management
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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return