SC
DFAI

Shearwater Capital’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Shearwater Capital’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 		$3.07M Buy
74,469
+6
+0% +$247 1.47% 10
2026
Q1 		$2.9M Sell
74,463
-245
-0.3% -$9.8K 1.52% 9
2025
Q4 		$2.85M Sell
74,708
-6,967
-9% -$258K 1.63% 9
2025
Q3 		$2.97M Sell
81,675
-606
-0.7% -$21.4K 1.76% 8
2025
Q2 		$2.84M Sell
82,281
-318
-0.4% -$10.4K 1.79% 8
2025
Q1 		$2.58M Sell
82,599
-372
-0.4% -$11.5K 1.81% 8
2024
Q4 		$2.42M Sell
82,971
-89
-0.1% -$2.7K 1.64% 8
2024
Q3 		$2.64M Buy
83,060
+1
+0% +$31 1.82% 8
2024
Q2 		$2.46M Buy
83,059
+1
+0% +$30 1.81% 8
2024
Q1 		$2.51M Sell
83,058
-53
-0.1% -$1.53K 1.85% 8
2023
Q4 		$2.38M Sell
83,111
-17
-0% -$454 1.89% 7
2023
Q3 		$2.17M Sell
83,128
-706
-0.8% -$19.2K 1.96% 7
2023
Q2 		$2.29M Sell
83,834
-356
-0.4% -$9.74K 2% 8
2023
Q1 		$2.27M Buy
84,190
+5,570
+7% +$148K 2.11% 7
2022
Q4 		$1.98M Buy
78,620
+3,511
+5% +$84.3K 2% 7
2022
Q3 		$1.63M Buy
75,109
+31,811
+73% +$766K 1.84% 7
2022
Q2 		$1.06M Sell
43,298
-144
-0.3% -$3.78K 1.14% 11
2022
Q1 		$1.24M Sell
43,442
-2,544
-6% -$72.5K 1.14% 11
2021
Q4 		$1.38M Buy
+45,986
New +$1.35M 1.19% 11

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return