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

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