SwitchPoint Financial Planning’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

SwitchPoint Financial Planning’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	$3.04M	Buy	73,777 +4,317	+6%	+$178K	1.76%	15
2026 Q1	$2.71M	Hold	69,460	–	–	1.83%	15
2025 Q4	$2.65M	Sell	69,460 -324	-0.5%	-$12K	1.85%	16
2025 Q3	$2.54M	Sell	69,784 -220	-0.3%	-$7.78K	1.84%	16
2025 Q2	$2.42M	Buy	70,004 +30,887	+79%	+$1.01M	1.98%	15
2025 Q1	$1.22M	Sell	39,117 -546	-1%	-$16.9K	1.16%	23
2024 Q4	$1.16M	Buy	+39,663	New	+$1.2M	1.11%	22

Other funds holding DFAI

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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

SwitchPoint Financial Planning's DFAI Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Dimensional International Core Equity Market ETF (DFAI) stake by 6.2% in Q2 2026, buying an estimated $178K and bringing the position to 73,777 shares worth $3.04M. The position accounts for 1.76% of the portfolio, ranked #15.

SwitchPoint Financial Planning first reported a position in DFAI in Q4 2024 and has held it in 7 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

SwitchPoint Financial Planning held 73,777 shares of Dimensional International Core Equity Market ETF worth $3.04M as of Q2 2026.
SwitchPoint Financial Planning bought 4,317 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $178K.
Dimensional International Core Equity Market ETF made up 1.76% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #15 holding.
SwitchPoint Financial Planning first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.