TFA
DFAI

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
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

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Trinity Financial Advisors's DFAI Position: Q2 2026 in Review

Trinity Financial Advisors reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.22% in Q2 2026, selling an estimated $74.9K and leaving 823,726 shares worth $34M. The position accounts for 8.73% of the portfolio, ranked #3.

Trinity Financial Advisors first reported a position in DFAI in Q2 2025 and has held it in 5 quarters since. 427 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Trinity Financial Advisors held 823,726 shares of Dimensional International Core Equity Market ETF worth $34M as of Q2 2026.
  • Trinity Financial Advisors sold 1,821 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $74.9K.
  • Dimensional International Core Equity Market ETF made up 8.73% of Trinity Financial Advisors's portfolio in Q2 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 5 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.