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
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 $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 $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Stone Summit Wealth's DFAI Position: Q1 2026 in Review

Stone Summit Wealth reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 13% in Q1 2026, selling an estimated $43.5K and leaving 7,569 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #123.

Stone Summit Wealth first reported a position in DFAI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q2 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Stone Summit Wealth held 7,569 shares of Dimensional International Core Equity Market ETF worth $295K as of Q1 2026.
  • Stone Summit Wealth sold 1,088 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $43.5K.
  • Dimensional International Core Equity Market ETF made up 0.08% of Stone Summit Wealth's portfolio in Q1 2026, its #123 holding.
  • Stone Summit Wealth first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Dimensional International Core Equity Market ETF position peaked at $1.21M in Q2 2025.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.