SWM
DFAI

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

Spire 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 		$2.79M Buy
67,734
+3,207
+5% +$132K 0.08% 215
2026
Q1 		$2.51M Sell
64,527
-1,872
-3% -$74.9K 0.09% 216
2025
Q4 		$2.53M Buy
66,399
+901
+1% +$33.4K 0.08% 210
2025
Q3 		$2.38M Buy
65,498
+34,452
+111% +$1.22M 0.08% 198
2025
Q2 		$1.07M Buy
31,046
+5,319
+21% +$174K 0.04% 353
2025
Q1 		$803K Buy
25,727
+80
+0.3% +$2.47K 0.03% 451
2024
Q4 		$749K Sell
25,647
-6,566
-20% -$199K 0.02% 459
2024
Q3 		$1.02M Sell
32,213
-9,591
-23% -$294K 0.03% 372
2024
Q2 		$1.24M Sell
41,804
-3,393
-8% -$102K 0.04% 301
2024
Q1 		$1.37M Buy
45,197
+1,412
+3% +$40.9K 0.02% 304
2023
Q4 		$1.23M Buy
43,785
+7,935
+22% +$212K 0.04% 323
2023
Q3 		$936K Buy
35,850
+2,463
+7% +$66.9K 0.04% 343
2023
Q2 		$912K Buy
33,387
+2,915
+10% +$79.8K 0.03% 364
2023
Q1 		$821K Buy
30,472
+22,007
+260% +$585K 0.03% 380
2022
Q4 		$212K Buy
8,465
+5,350
+172% +$128K 0.01% 542
2022
Q3 		$67K Sell
3,115
-5,394
-63% -$130K ﹤0.01% 850
2022
Q2 		$205K Hold
8,509
– – 0.01% 761
2022
Q1 		$240K Hold
8,509
– – 0.01% 812
2021
Q4 		$252K Buy
8,509
+1,500
+21% +$44.2K 0.01% 989
2021
Q3 		$203K Buy
7,009
+1,865
+36% +$55.2K 0.01% 915
2021
Q2 		$150K Buy
5,144
+4,744
+1,186% +$139K ﹤0.01% 1043
2021
Q1 		$11K Buy
+400
New +$11K ﹤0.01% 2374

Other funds holding DFAI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 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

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

Spire Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 5% in Q2 2026, buying an estimated $132K and bringing the position to 67,734 shares worth $2.79M. The position accounts for 0.08% of the portfolio, ranked #215.

Spire Wealth Management first reported a position in DFAI in Q1 2021 and has held it in 22 quarters since. 170 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Spire Wealth Management held 67,734 shares of Dimensional International Core Equity Market ETF worth $2.79M as of Q2 2026.
  • Spire Wealth Management bought 3,207 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $132K.
  • Dimensional International Core Equity Market ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Spire Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.