SSW
DFAI

Stone Summit Wealth’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Stone Summit Wealth’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 		$312K Hold
7,569
– – 0.08% 125
2026
Q1 		$295K Sell
7,569
-1,088
-13% -$43.5K 0.08% 123
2025
Q4 		$330K Sell
8,657
-111
-1% -$4.11K 0.09% 120
2025
Q3 		$319K Sell
8,768
-26,108
-75% -$923K 0.09% 121
2025
Q2 		$1.21M Buy
34,876
+3,485
+11% +$114K 0.37% 66
2025
Q1 		$980K Buy
31,391
+401
+1% +$12.4K 0.33% 73
2024
Q4 		$905K Buy
30,990
+1,316
+4% +$39.9K 0.3% 75
2024
Q3 		$943K Buy
29,674
+2,398
+9% +$73.4K 0.3% 76
2024
Q2 		$809K Buy
27,276
+1,302
+5% +$39.1K 0.29% 75
2024
Q1 		$785K Buy
25,974
+1,806
+7% +$52.3K 0.27% 78
2023
Q4 		$692K Buy
24,168
+2,222
+10% +$59.3K 0.27% 83
2023
Q3 		$573K Buy
21,946
+2,114
+11% +$57.4K 0.25% 89
2023
Q2 		$542K Buy
19,832
+361
+2% +$9.88K 0.22% 90
2023
Q1 		$525K Buy
19,471
+1,155
+6% +$30.7K 0.23% 86
2022
Q4 		$459K Sell
18,316
-291
-2% -$6.99K 0.22% 88
2022
Q3 		$401K Buy
18,607
+111
+0.6% +$2.67K 0.25% 85
2022
Q2 		$446K Sell
18,496
-1,525
-8% -$40K 0.27% 85
2022
Q1 		$565K Buy
20,021
+1,355
+7% +$38.6K 0.32% 78
2021
Q4 		$551K Buy
+18,666
New +$550K 0.45% 67

Other funds holding DFAI

Envestnet Asset Management
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stone Summit Wealth's DFAI Position: Q2 2026 in Review

Stone Summit Wealth held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q2 2026 at 7,569 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #125.

Stone Summit Wealth first reported a position in DFAI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q2 2025. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Stone Summit Wealth held 7,569 shares of Dimensional International Core Equity Market ETF worth $312K as of Q2 2026.
  • Stone Summit Wealth left its Dimensional International Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional International Core Equity Market ETF made up 0.08% of Stone Summit Wealth's portfolio in Q2 2026, its #125 holding.
  • Stone Summit Wealth first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Dimensional International Core Equity Market ETF position peaked at $1.21M in Q2 2025.
  • 828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.