Wealth Enhancement Advisory Services
DFAI

Wealth Enhancement Advisory Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Wealth Enhancement Advisory Services’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 		$43.8M Sell
1,112,895
-812,940
-42% -$32.5M 0.1% 215
2025
Q4 		$75M Buy
1,925,835
+32,243
+2% +$1.19M 0.1% 193
2025
Q3 		$69.4M Buy
1,893,592
+182,428
+11% +$6.45M 0.11% 181
2025
Q2 		$59.4M Buy
1,711,164
+147,509
+9% +$4.83M 0.1% 202
2025
Q1 		$48.8M Sell
1,563,655
-111,373
-7% -$3.44M 0.09% 210
2024
Q4 		$48.9M Buy
1,675,028
+171,890
+11% +$5.21M 0.09% 209
2024
Q3 		$47.8M Sell
1,503,138
-55,275
-4% -$1.69M 0.1% 195
2024
Q2 		$46.2M Buy
1,558,413
+230,874
+17% +$6.93M 0.11% 185
2024
Q1 		$40.1M Buy
1,327,539
+331,953
+33% +$9.61M 0.1% 200
2023
Q4 		$28.5M Buy
995,586
+24,404
+3% +$652K 0.08% 228
2023
Q3 		$25.4M Buy
971,182
+768,426
+379% +$20.9M 0.08% 230
2023
Q2 		$5.54M Buy
202,756
+107,005
+112% +$2.93M 0.06% 123
2023
Q1 		$2.58M Buy
95,751
+8,699
+10% +$231K 0.03% 187
2022
Q4 		$2.36M Buy
87,052
+17,139
+25% +$411K 0.03% 161
2022
Q3 		$1.53M Buy
69,913
+58,648
+521% +$1.41M 0.02% 195
2022
Q2 		$271K Buy
+11,265
New +$296K ﹤0.01% 310

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SFC
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Royal Bank of Canada
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return