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 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 $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 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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SwitchPoint Financial Planning's DFAI Position: Q1 2026 in Review

SwitchPoint Financial Planning held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q1 2026 at 69,460 shares worth $2.71M. The position accounts for 1.83% of the portfolio, ranked #15.

SwitchPoint Financial Planning first reported a position in DFAI in Q4 2024 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

SwitchPoint Financial Planning held 69,460 shares of Dimensional International Core Equity Market ETF worth $2.71M as of Q1 2026.
SwitchPoint Financial Planning left its Dimensional International Core Equity Market ETF share count unchanged in Q1 2026.
Dimensional International Core Equity Market ETF made up 1.83% of SwitchPoint Financial Planning's portfolio in Q1 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 6 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.