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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return