SIS
DFAI

Strategic Investment Solutions’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Strategic Investment Solutions’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 		$3.11M Buy
75,432
+4,584
+6% +$189K 0.71% 33
2026
Q1 		$2.76M Sell
70,848
-1,182
-2% -$47.3K 0.67% 34
2025
Q4 		$2.75M Sell
72,030
-9,056
-11% -$336K 0.66% 35
2025
Q3 		$2.95M Sell
81,086
-944
-1% -$33.4K 0.78% 32
2025
Q2 		$2.84M Sell
82,030
-38,588
-32% -$1.26M 0.86% 27
2025
Q1 		$3.77M Buy
120,618
+76,028
+171% +$2.35M 1.09% 24
2024
Q4 		$1.59M Sell
44,590
-16,766
-27% -$508K 0.53% 38
2024
Q3 		$1.95M Buy
61,356
+1,578
+3% +$48.3K 0.58% 34
2024
Q2 		$1.83M Buy
+59,778
New +$1.79M 0.59% 32
2023
Q4 		$758K Sell
26,459
-584,522
-96% -$15.6M 0.13% 86
2023
Q3 		$16.7M Buy
610,981
+600,826
+5,917% +$16.3M 0.21% 73
2023
Q2 		$273K Sell
10,155
-13,781
-58% -$377K 0.06% 114
2023
Q1 		$645K Sell
23,936
-12,796
-35% -$340K 0.13% 89
2022
Q4 		$1.01M Buy
+36,732
New +$882K 0.5% 37

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