WRPWM
DFAI

Werba Rubin Papier Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Werba Rubin Papier Wealth Management’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 		$8.58M Buy
220,245
+29,050
+15% +$1.16M 1.19% 17
2025
Q4 		$7.29M Buy
191,195
+1,951
+1% +$72.3K 1.97% 11
2025
Q3 		$6.88M Buy
189,244
+35,433
+23% +$1.25M 1.11% 17
2025
Q2 		$5.32M Buy
153,811
+14,821
+11% +$486K 1% 18
2025
Q1 		$4.34M Buy
138,990
+13,348
+11% +$412K 0.94% 19
2024
Q4 		$3.67M Buy
125,642
+5,416
+5% +$164K 0.87% 20
2024
Q3 		$3.82M Sell
120,226
-3,058
-2% -$93.6K 0.9% 19
2024
Q2 		$3.66M Sell
123,284
-2,518
-2% -$75.6K 1.01% 17
2024
Q1 		$3.8M Buy
125,802
+7,811
+7% +$226K 1.1% 15
2023
Q4 		$3.38M Buy
117,991
+3,815
+3% +$102K 1.15% 16
2023
Q3 		$2.98M Buy
114,176
+10,419
+10% +$283K 1.06% 18
2023
Q2 		$2.83M Buy
103,757
+37,458
+56% +$1.03M 0.98% 18
2023
Q1 		$1.79M Buy
66,299
+50,762
+327% +$1.35M 0.7% 23
2022
Q4 		$389K Buy
+15,537
New +$373K 0.16% 63

Other funds holding DFAI

Envestnet Asset Management
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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Werba Rubin Papier Wealth Management's DFAI Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 15% in Q1 2026, buying an estimated $1.16M and bringing the position to 220,245 shares worth $8.58M. The position accounts for 1.19% of the portfolio, ranked #17.

Werba Rubin Papier Wealth Management first reported a position in DFAI in Q4 2022 and has held it in 14 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Werba Rubin Papier Wealth Management held 220,245 shares of Dimensional International Core Equity Market ETF worth $8.58M as of Q1 2026.
  • Werba Rubin Papier Wealth Management bought 29,050 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $1.16M.
  • Dimensional International Core Equity Market ETF made up 1.19% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.