Trinity Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Trinity Financial Advisors’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 Q3	$34.1M	Sell	822,587 -1,139	-0.1%	-$48.2K	8.77%	3
2026 Q2	$34M	Sell	823,726 -1,821	-0.2%	-$74.9K	8.73%	3
2026 Q1	$32.2M	Buy	825,547 +705,264	+586%	+$28.2M	9.16%	3
2025 Q4	$4.58M	Buy	120,283 +15,404	+15%	+$571K	1.28%	20
2025 Q3	$3.81M	Buy	104,879 +12,762	+14%	+$451K	1.1%	22
2025 Q2	$3.18M	Buy	+92,117	New	+$3.02M	0.98%	23

Other funds holding DFAI

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Trinity Financial Advisors's DFAI Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.14% in Q3 2026, selling an estimated $48.2K and leaving 822,587 shares worth $34.1M. The position accounts for 8.77% of the portfolio, ranked #3.

Trinity Financial Advisors first reported a position in DFAI in Q2 2025 and has held it in 6 quarters since. 383 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Trinity Financial Advisors held 822,587 shares of Dimensional International Core Equity Market ETF worth $34.1M as of Q3 2026.
Trinity Financial Advisors sold 1,139 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $48.2K.
Dimensional International Core Equity Market ETF made up 8.77% of Trinity Financial Advisors's portfolio in Q3 2026, its #3 holding.
Trinity Financial Advisors first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
383 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.