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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
Q3 		$314K Hold
7,569
– – 0.08% 119
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% +$9.9K 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% -$6.98K 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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Stone Summit Wealth's DFAI Position: Q3 2026 in Review

Stone Summit Wealth held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q3 2026 at 7,569 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #119.

Stone Summit Wealth first reported a position in DFAI in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.21M in Q2 2025. 199 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • Stone Summit Wealth held 7,569 shares of Dimensional International Core Equity Market ETF worth $314K as of Q3 2026.
  • Stone Summit Wealth left its Dimensional International Core Equity Market ETF share count unchanged in Q3 2026.
  • Dimensional International Core Equity Market ETF made up 0.08% of Stone Summit Wealth's portfolio in Q3 2026, its #119 holding.
  • Stone Summit Wealth first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Dimensional International Core Equity Market ETF position peaked at $1.21M in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.