Vertex Planning Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Vertex Planning Partners’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	$322K	Buy	7,776 +413	+6%	+$17.5K	0.05%	168
2026 Q2	$304K	Sell	7,363 -500	-6%	-$20.6K	0.05%	125
2026 Q1	$306K	Buy	7,863 +195	+3%	+$7.8K	0.06%	108
2025 Q4	$292K	Buy	7,668 +1,496	+24%	+$55.4K	0.07%	105
2025 Q3	$224K	Buy	6,172 +359	+6%	+$12.7K	0.04%	191
2025 Q2	$201K	Buy	+5,813	New	+$190K	0.04%	188

Other funds holding DFAI

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 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

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vertex Planning Partners's DFAI Position: Q3 2026 in Review

Vertex Planning Partners increased its Dimensional International Core Equity Market ETF (DFAI) stake by 5.6% in Q3 2026, buying an estimated $17.5K and bringing the position to 7,776 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #168.

Vertex Planning Partners first reported a position in DFAI in Q2 2025 and has held it in 6 quarters since. 761 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Vertex Planning Partners held 7,776 shares of Dimensional International Core Equity Market ETF worth $322K as of Q3 2026.
Vertex Planning Partners bought 413 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $17.5K.
Dimensional International Core Equity Market ETF made up 0.05% of Vertex Planning Partners's portfolio in Q3 2026, its #168 holding.
Vertex Planning Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
761 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.