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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SpringVest Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 1.8% in Q2 2026, buying an estimated $163K and bringing the position to 223,646 shares worth $9.23M. The position accounts for 5.8% of the portfolio, ranked #5.

SpringVest Wealth Management first reported a position in DFAI in Q4 2024 and has held it in 7 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

SpringVest Wealth Management held 223,646 shares of Dimensional International Core Equity Market ETF worth $9.23M as of Q2 2026.
SpringVest Wealth Management bought 3,963 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $163K.
Dimensional International Core Equity Market ETF made up 5.8% of SpringVest Wealth Management's portfolio in Q2 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 7 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.