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 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

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

Vertex Planning Partners's DFAI Position: Q2 2026 in Review

Vertex Planning Partners reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 6.4% in Q2 2026, selling an estimated $20.6K and leaving 7,363 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #125.

Vertex Planning Partners first reported a position in DFAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q1 2026. 828 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Vertex Planning Partners held 7,363 shares of Dimensional International Core Equity Market ETF worth $304K as of Q2 2026.
Vertex Planning Partners sold 500 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $20.6K.
Dimensional International Core Equity Market ETF made up 0.05% of Vertex Planning Partners's portfolio in Q2 2026, its #125 holding.
Vertex Planning Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
Vertex Planning Partners's Dimensional International Core Equity Market ETF position peaked at $306K in Q1 2026.
828 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.