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

Sterling 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	$938K	Buy	24,066 +35	+0.1%	+$1.4K	0.26%	44
2025 Q4	$916K	Buy	24,031 +20	+0.1%	+$741	0.26%	45
2025 Q3	$873K	Sell	24,011 -1,046	-4%	-$37K	0.26%	46
2025 Q2	$866K	Buy	+25,057	New	+$821K	0.3%	44
2024 Q4	$730K	Buy	24,992 +15	+0.1%	+$455	0.27%	50
2024 Q3	$794K	Buy	24,977 +8	+0%	+$245	0.3%	44
2024 Q2	$741K	Hold	24,969	–	–	0.35%	42
2024 Q1	$755K	Sell	24,969 -6,237	-20%	-$181K	0.38%	38
2023 Q4	$894K	Buy	+31,206	New	+$833K	0.5%	29

Other funds holding DFAI

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 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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sterling Wealth Management's DFAI Position: Q1 2026 in Review

Sterling Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.15% in Q1 2026, buying an estimated $1.4K and bringing the position to 24,066 shares worth $938K. The position accounts for 0.26% of the portfolio, ranked #44.

Sterling Wealth Management first reported a position in DFAI in Q4 2023 and has held it in 9 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Sterling Wealth Management held 24,066 shares of Dimensional International Core Equity Market ETF worth $938K as of Q1 2026.
Sterling Wealth Management bought 35 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $1.4K.
Dimensional International Core Equity Market ETF made up 0.26% of Sterling Wealth Management's portfolio in Q1 2026, its #44 holding.
Sterling Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 9 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.