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 Q2	$846K	Buy	20,018 +8,678	+77%	+$357K	0.05%	224
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 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

Triad Wealth Partners's DFAI Position: Q2 2026 in Review

Triad Wealth Partners increased its Dimensional International Core Equity Market ETF (DFAI) stake by 77% in Q2 2026, buying an estimated $357K and bringing the position to 20,018 shares worth $846K. The position accounts for 0.05% of the portfolio, ranked #224.

Triad Wealth Partners first reported a position in DFAI in Q2 2025 and has held it in 5 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Triad Wealth Partners held 20,018 shares of Dimensional International Core Equity Market ETF worth $846K as of Q2 2026.
Triad Wealth Partners bought 8,678 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $357K.
Dimensional International Core Equity Market ETF made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #224 holding.
Triad Wealth Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.