Wealth Dimensions Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Wealth Dimensions 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 Q1	$55.4M	Buy	1,422,691 +51,838	+4%	+$2.07M	10.9%	1
2025 Q4	$52.2M	Buy	1,370,853 +77,940	+6%	+$2.89M	10.37%	1
2025 Q3	$47M	Buy	1,292,913 +54,312	+4%	+$1.92M	9.66%	1
2025 Q2	$42.8M	Buy	1,238,601 +28,654	+2%	+$939K	9.44%	2
2025 Q1	$37.8M	Buy	1,209,947 +75,939	+7%	+$2.34M	9.02%	2
2024 Q4	$33.1M	Buy	1,134,008 +62,407	+6%	+$1.89M	8.11%	2
2024 Q3	$34.1M	Buy	1,071,601 +154,603	+17%	+$4.73M	8.63%	2
2024 Q2	$27.2M	Buy	916,998 +87,827	+11%	+$2.64M	7.76%	2
2024 Q1	$25.1M	Buy	829,171 +48,868	+6%	+$1.42M	7.4%	2
2023 Q4	$22.3M	Buy	780,303 +321,060	+70%	+$8.57M	7.08%	3
2023 Q3	$12M	Buy	459,243 +110,020	+32%	+$2.99M	4.35%	7
2023 Q2	$9.54M	Buy	349,223 +33,112	+10%	+$906K	3.47%	9
2023 Q1	$8.52M	Buy	316,111 +55,934	+21%	+$1.49M	3.3%	9
2022 Q4	$6.51M	Sell	260,177 -120,638	-32%	-$2.9M	2.66%	10
2022 Q3	$8.21M	Buy	380,815 +81,776	+27%	+$1.97M	4.06%	8
2022 Q2	$7.22M	Buy	299,039 +76,118	+34%	+$2M	3.43%	8
2022 Q1	$6.28M	Buy	+222,921	New	+$6.35M	2.91%	8

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealth Dimensions Group's DFAI Position: Q1 2026 in Review

Wealth Dimensions Group increased its Dimensional International Core Equity Market ETF (DFAI) stake by 3.8% in Q1 2026, buying an estimated $2.07M and bringing the position to 1,422,691 shares worth $55.4M. The position accounts for 10.9% of the portfolio, ranked #1.

Wealth Dimensions Group first reported a position in DFAI in Q1 2022 and has held it in 17 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Wealth Dimensions Group held 1,422,691 shares of Dimensional International Core Equity Market ETF worth $55.4M as of Q1 2026.
Wealth Dimensions Group bought 51,838 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $2.07M.
Dimensional International Core Equity Market ETF made up 10.9% of Wealth Dimensions Group's portfolio in Q1 2026, its #1 holding.
Wealth Dimensions Group first reported a position in Dimensional International Core Equity Market ETF in Q1 2022 and has held it in 17 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.