TWP
DFAI

Triad Wealth Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Triad Wealth Partners’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 		$442K Sell
11,340
-1,842
-14% -$73.7K 0.04% 300
2025
Q4 		$502K Buy
13,182
+1,799
+16% +$66.7K 0.05% 266
2025
Q3 		$414K Buy
11,383
+60
+0.5% +$2.12K 0.05% 232
2025
Q2 		$391K Buy
+11,323
New +$371K 0.08% 181

Other funds holding DFAI

Envestnet Asset Management
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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Triad Wealth Partners's DFAI Position: Q1 2026 in Review

Triad Wealth Partners reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 14% in Q1 2026, selling an estimated $73.7K and leaving 11,340 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #300.

Triad Wealth Partners first reported a position in DFAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $502K in Q4 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Triad Wealth Partners held 11,340 shares of Dimensional International Core Equity Market ETF worth $442K as of Q1 2026.
  • Triad Wealth Partners sold 1,842 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $73.7K.
  • Dimensional International Core Equity Market ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #300 holding.
  • Triad Wealth Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Dimensional International Core Equity Market ETF position peaked at $502K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.