VFA
DFAI

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

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return