WFA
DFAI

West Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

West Financial Advisors’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
Q2 		$188K Buy
4,555
+4,547
+56,838% +$187K 0.03% 67
2026
Q1 		$312 Hold
8
– – ﹤0.01% 186
2025
Q4 		$305 Hold
8
– – ﹤0.01% 231
2025
Q3 		$291 Sell
8
-1
-11% -$35 ﹤0.01% 188
2025
Q2 		$312 Hold
9
– – ﹤0.01% 202
2025
Q1 		$282 Hold
9
– – ﹤0.01% 198
2024
Q4 		$263 Hold
9
– – ﹤0.01% 200
2024
Q3 		$287 Hold
9
– – ﹤0.01% 184
2024
Q2 		$268 Hold
9
– – ﹤0.01% 156
2024
Q1 		$272 Hold
9
– – ﹤0.01% 150
2023
Q4 		$258 Hold
9
– – ﹤0.01% 155
2023
Q3 		$235 Hold
9
– – ﹤0.01% 201
2023
Q2 		$246 Sell
9
-34
-79% -$930 ﹤0.01% 181
2023
Q1 		$1.16K Sell
43
-3
-7% -$80 ﹤0.01% 145
2022
Q4 		$1.15K Sell
46
-1
-2% -$24 ﹤0.01% 142
2022
Q3 		$1K Sell
47
-67
-59% -$1.61K ﹤0.01% 169
2022
Q2 		$3K Sell
114
-238,223
-100% -$6.25M ﹤0.01% 144
2022
Q1 		$6.71M Buy
238,337
+214,923
+918% +$6.12M 1.77% 14
2021
Q4 		$692K Buy
+23,414
New +$690K 0.19% 32

Other funds holding DFAI

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return