SCM
DFAI

Stonehearth Capital Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Stonehearth Capital 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 		$25.3M Buy
612,525
+6,409
+1% +$264K 8.62% 4
2026
Q1 		$23.6M Sell
606,116
-107,834
-15% -$4.31M 9.35% 3
2025
Q4 		$27.2M Buy
713,950
+8,311
+1% +$308K 10.07% 3
2025
Q3 		$25.6M Buy
705,639
+5,026
+0.7% +$178K 9.93% 3
2025
Q2 		$24.2M Buy
700,613
+20,254
+3% +$664K 10.03% 3
2025
Q1 		$21.2M Buy
680,359
+15,335
+2% +$473K 8.79% 3
2024
Q4 		$19.4M Buy
665,024
+30,470
+5% +$924K 7.79% 3
2024
Q3 		$20.2M Buy
634,554
+18,402
+3% +$563K 8.02% 3
2024
Q2 		$18.3M Buy
616,152
+41,255
+7% +$1.24M 7.83% 3
2024
Q1 		$17.4M Buy
574,897
+22,910
+4% +$663K 7.86% 3
2023
Q4 		$15.8M Sell
551,987
-57,625
-9% -$1.54M 7.77% 3
2023
Q3 		$15.9M Buy
609,612
+15,704
+3% +$427K 8.69% 3
2023
Q2 		$16.2M Buy
593,908
+317
+0.1% +$8.67K 8.55% 3
2023
Q1 		$16M Buy
+593,591
New +$15.8M 8.6% 2

Other funds holding DFAI

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return