Wescott Financial Advisory Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Wescott Financial Advisory 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	$2.28M	Sell	58,491 -1,086	-2%	-$43.4K	0.2%	61
2025 Q4	$2.27M	Buy	59,577 +94	+0.2%	+$3.48K	0.2%	62
2025 Q3	$2.16M	Sell	59,483 -6,227	-9%	-$220K	0.19%	60
2025 Q2	$2.27M	Sell	65,710 -1,884	-3%	-$61.7K	0.22%	58
2025 Q1	$2.11M	Buy	67,594 +12,114	+22%	+$374K	0.22%	56
2024 Q4	$1.62M	Buy	55,480 +123	+0.2%	+$3.73K	0.17%	66
2024 Q3	$1.76M	Sell	55,357 -4,823	-8%	-$148K	0.19%	62
2024 Q2	$1.79M	Sell	60,180 -1,881	-3%	-$56.4K	0.21%	59
2024 Q1	$1.88M	Sell	62,061 -2,082	-3%	-$60.3K	0.23%	50
2023 Q4	$1.84M	Buy	64,143 +113	+0.2%	+$3.02K	0.26%	52
2023 Q3	$1.67M	Sell	64,030 -1,701	-3%	-$46.2K	0.31%	51
2023 Q2	$1.8M	Sell	65,731 -3,270	-5%	-$89.5K	0.32%	50
2023 Q1	$1.86M	Sell	69,001 -4,117	-6%	-$109K	0.4%	45
2022 Q4	$1.83M	Buy	73,118 +44,128	+152%	+$1.06M	0.39%	46
2022 Q3	$625K	Buy	28,990 +15,131	+109%	+$364K	0.17%	73
2022 Q2	$335K	Buy	13,859 +2,359	+21%	+$61.9K	0.09%	103
2022 Q1	$324K	Buy	+11,500	New	+$328K	0.08%	102

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

Wescott Financial Advisory Group's DFAI Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 1.8% in Q1 2026, selling an estimated $43.4K and leaving 58,491 shares worth $2.28M. The position accounts for 0.2% of the portfolio, ranked #61.

Wescott Financial Advisory 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.

Wescott Financial Advisory Group held 58,491 shares of Dimensional International Core Equity Market ETF worth $2.28M as of Q1 2026.
Wescott Financial Advisory Group sold 1,086 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $43.4K.
Dimensional International Core Equity Market ETF made up 0.2% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #61 holding.
Wescott Financial Advisory 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 Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.