SWM
DFAI

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

Selective 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
Q2 		$680K Sell
16,438
-2,105
-11% -$86.6K 0.18% 60
2026
Q1 		$744K Buy
+18,543
New +$742K 0.22% 52

Other funds holding DFAI

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Selective Wealth Management's DFAI Position: Q2 2026 in Review

Selective Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 11% in Q2 2026, selling an estimated $86.6K and leaving 16,438 shares worth $680K. The position accounts for 0.18% of the portfolio, ranked #60.

Selective Wealth Management first reported a position in DFAI in Q1 2026 and has held it in 2 quarters since. The position peaked at $744K in Q1 2026. 413 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Selective Wealth Management held 16,438 shares of Dimensional International Core Equity Market ETF worth $680K as of Q2 2026.
  • Selective Wealth Management sold 2,105 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $86.6K.
  • Dimensional International Core Equity Market ETF made up 0.18% of Selective Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Selective Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Selective Wealth Management's Dimensional International Core Equity Market ETF position peaked at $744K in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.