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

Valeo 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	$3.77M	Buy	91,284 +86,098	+1,660%	+$3.54M	0.08%	115
2026 Q1	$202K	Buy	+5,186	New	+$207K	﹤0.01%	691
2025 Q2	–	Sell	-17,588	Closed	-$549K	–	790
2025 Q1	$549K	Buy	17,588 +2,074	+13%	+$64K	0.02%	395
2024 Q4	$453K	Sell	15,514 -284	-2%	-$8.61K	0.01%	430
2024 Q3	$502K	Buy	15,798 +1,539	+11%	+$47.1K	0.01%	409
2024 Q2	$423K	Sell	14,259 -2,614	-15%	-$78.4K	0.01%	435
2024 Q1	$497K	Buy	16,873 +8,428	+100%	+$244K	0.02%	382
2023 Q4	$242K	Buy	8,445 +739	+10%	+$19.7K	0.01%	555
2023 Q3	$201K	Buy	+7,706	New	+$209K	0.01%	568
2022 Q4	–	Sell	-27,022	Closed	-$583K	–	573
2022 Q3	$583K	Hold	27,022	–	–	0.04%	236
2022 Q2	$652K	Buy	+27,022	New	+$709K	0.04%	216

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

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

Valeo Financial Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 1,660% in Q2 2026, buying an estimated $3.54M and bringing the position to 91,284 shares worth $3.77M. The position accounts for 0.08% of the portfolio, ranked #115.

Valeo Financial Advisors first reported a position in DFAI in Q2 2022 and has held it in 11 quarters since. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Valeo Financial Advisors held 91,284 shares of Dimensional International Core Equity Market ETF worth $3.77M as of Q2 2026.
Valeo Financial Advisors bought 86,098 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $3.54M.
Dimensional International Core Equity Market ETF made up 0.08% of Valeo Financial Advisors's portfolio in Q2 2026, its #115 holding.
Valeo Financial Advisors first reported a position in Dimensional International Core Equity Market ETF in Q2 2022 and has held it in 11 quarters since.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.