United Advisor Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

United Advisor Group’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	$8.07M	Buy	195,544 +5,691	+3%	+$234K	0.85%	20
2026 Q1	$7.4M	Buy	189,853 +4,223	+2%	+$169K	0.91%	19
2025 Q4	$7.07M	Buy	185,630 +2,686	+1%	+$99.5K	0.88%	23
2025 Q3	$6.65M	Buy	182,944 +46,542	+34%	+$1.65M	0.89%	23
2025 Q2	$4.72M	Sell	136,402 -22,725	-14%	-$745K	0.82%	27
2025 Q1	$4.97M	Buy	159,127 +4,229	+3%	+$131K	1.02%	22
2024 Q4	$4.52M	Buy	154,898 +37,964	+32%	+$1.15M	0.89%	27
2024 Q3	$3.72M	Buy	116,934 +7,975	+7%	+$244K	0.84%	25
2024 Q2	$3.23M	Buy	108,959 +21,368	+24%	+$641K	1%	23
2024 Q1	$2.65M	Buy	+87,591	New	+$2.54M	0.99%	25

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

United Advisor Group's DFAI Position: Q2 2026 in Review

United Advisor Group increased its Dimensional International Core Equity Market ETF (DFAI) stake by 3% in Q2 2026, buying an estimated $234K and bringing the position to 195,544 shares worth $8.07M. The position accounts for 0.85% of the portfolio, ranked #20.

United Advisor Group first reported a position in DFAI in Q1 2024 and has held it in 10 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

United Advisor Group held 195,544 shares of Dimensional International Core Equity Market ETF worth $8.07M as of Q2 2026.
United Advisor Group bought 5,691 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $234K.
Dimensional International Core Equity Market ETF made up 0.85% of United Advisor Group's portfolio in Q2 2026, its #20 holding.
United Advisor Group first reported a position in Dimensional International Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.