SRWM
DFAI

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

Shira Ridge 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 		$10.8M Sell
262,117
-1,290
-0.5% -$53.1K 3.77% 8
2026
Q1 		$10.3M Sell
263,407
-11,292
-4% -$452K 4.06% 7
2025
Q4 		$10.5M Buy
274,699
+3,004
+1% +$111K 4.21% 7
2025
Q3 		$9.88M Buy
271,695
+5,682
+2% +$201K 4.19% 5
2025
Q2 		$9.2M Sell
266,013
-2,989
-1% -$97.9K 4.2% 6
2025
Q1 		$8.4M Buy
269,002
+2,763
+1% +$85.3K 4.19% 5
2024
Q4 		$7.77M Buy
266,239
+15,497
+6% +$470K 3.8% 7
2024
Q3 		$7.97M Buy
250,742
+17,176
+7% +$526K 4.06% 6
2024
Q2 		$6.93M Buy
233,566
+2,422
+1% +$72.7K 3.86% 6
2024
Q1 		$6.99M Sell
231,144
-4,670
-2% -$135K 4% 6
2023
Q4 		$6.75M Sell
235,814
-7,225
-3% -$193K 4.05% 5
2023
Q3 		$6.35M Buy
243,039
+4,462
+2% +$121K 4.17% 6
2023
Q2 		$6.52M Buy
238,577
+9,845
+4% +$269K 4.08% 6
2023
Q1 		$6.16M Buy
228,732
+7,789
+4% +$207K 4.07% 6
2022
Q4 		$5.53M Buy
+220,943
New +$5.3M 3.81% 8

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shira Ridge Wealth Management's DFAI Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.49% in Q2 2026, selling an estimated $53.1K and leaving 262,117 shares worth $10.8M. The position accounts for 3.77% of the portfolio, ranked #8.

Shira Ridge Wealth Management first reported a position in DFAI in Q4 2022 and has held it in 15 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Shira Ridge Wealth Management held 262,117 shares of Dimensional International Core Equity Market ETF worth $10.8M as of Q2 2026.
  • Shira Ridge Wealth Management sold 1,290 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $53.1K.
  • Dimensional International Core Equity Market ETF made up 3.77% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Shira Ridge Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.