SWIM
DFAI

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

Smallwood Wealth Investment 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 		$107K Hold
2,583
– – 0.05% 136
2026
Q1 		$101K Buy
2,583
+1,463
+131% +$58.5K 0.05% 121
2025
Q4 		$42.7K Hold
1,120
– – 0.02% 187
2025
Q3 		$40.7K Hold
1,120
– – 0.02% 198
2025
Q2 		$38.7K Hold
1,120
– – 0.02% 190
2025
Q1 		$35K Buy
+1,120
New +$34.6K 0.02% 193

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
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

Smallwood Wealth Investment Management's DFAI Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q2 2026 at 2,583 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #136.

Smallwood Wealth Investment Management first reported a position in DFAI in Q1 2025 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,583 shares of Dimensional International Core Equity Market ETF worth $107K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Dimensional International Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional International Core Equity Market ETF made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #136 holding.
  • Smallwood Wealth Investment Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 460 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.