Well Done LLC’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Well Done LLC’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	$16.3M	Sell	392,384 -8,534	-2%	-$361K	2.22%	9
2026 Q2	$16.5M	Buy	400,918 +20,513	+5%	+$844K	2.22%	11
2026 Q1	$14.8M	Buy	380,405 +60,227	+19%	+$2.41M	2.18%	11
2025 Q4	$12.2M	Buy	320,178 +174,569	+120%	+$6.47M	1.82%	13
2025 Q3	$5.29M	Buy	145,609 +18,937	+15%	+$670K	0.9%	30
2025 Q2	$4.38M	Buy	126,672 +115,480	+1,032%	+$3.78M	0.82%	32
2025 Q1	$327K	Hold	11,192	–	–	0.06%	133
2024 Q4	$356K	Hold	11,192	–	–	0.07%	124
2024 Q3	$356K	Sell	11,192 -23	-0.2%	-$704	0.07%	125
2024 Q2	$333K	Buy	11,215 +23	+0.2%	+$690	0.07%	132
2024 Q1	$338K	Hold	11,192	–	–	0.07%	137
2023 Q4	$321K	Buy	+11,192	New	+$299K	0.06%	139

Other funds holding DFAI

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 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

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Well Done LLC's DFAI Position: Q3 2026 in Review

Well Done LLC reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 2.1% in Q3 2026, selling an estimated $361K and leaving 392,384 shares worth $16.3M. The position accounts for 2.22% of the portfolio, ranked #9.

Well Done LLC first reported a position in DFAI in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.5M in Q2 2026. 445 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Well Done LLC held 392,384 shares of Dimensional International Core Equity Market ETF worth $16.3M as of Q3 2026.
Well Done LLC sold 8,534 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $361K.
Dimensional International Core Equity Market ETF made up 2.22% of Well Done LLC's portfolio in Q3 2026, its #9 holding.
Well Done LLC first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 12 quarters since.
Well Done LLC's Dimensional International Core Equity Market ETF position peaked at $16.5M in Q2 2026.
445 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Well Done LLC's 13F filing for Q3 2026, filed 20 Oct 2026.