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

SpringVest 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 Q3	$9.8M	Buy	237,660 +14,014	+6%	+$593K	6.01%	5
2026 Q2	$9.23M	Buy	223,646 +3,963	+2%	+$163K	5.8%	5
2026 Q1	$8.56M	Buy	219,683 +10,194	+5%	+$408K	5.85%	7
2025 Q4	$7.98M	Buy	209,489 +36,136	+21%	+$1.34M	5.56%	7
2025 Q3	$6.3M	Buy	173,353 +18,926	+12%	+$669K	4.63%	7
2025 Q2	$5.34M	Buy	154,427 +17,731	+13%	+$581K	4.32%	7
2025 Q1	$4.27M	Buy	136,696 +6,236	+5%	+$193K	3.54%	8
2024 Q4	$3.81M	Buy	+130,460	New	+$3.96M	3.26%	9

Other funds holding DFAI

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

SpringVest Wealth Management's DFAI Position: Q3 2026 in Review

SpringVest Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 6.3% in Q3 2026, buying an estimated $593K and bringing the position to 237,660 shares worth $9.8M. The position accounts for 6.01% of the portfolio, ranked #5.

SpringVest Wealth Management first reported a position in DFAI in Q4 2024 and has held it in 8 quarters since. 538 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

SpringVest Wealth Management held 237,660 shares of Dimensional International Core Equity Market ETF worth $9.8M as of Q3 2026.
SpringVest Wealth Management bought 14,014 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $593K.
Dimensional International Core Equity Market ETF made up 6.01% of SpringVest Wealth Management's portfolio in Q3 2026, its #5 holding.
SpringVest Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
538 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on SpringVest Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.