WWM
DFAI

Westwood Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Westwood 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 		– Sell
-233,188
Closed -$8.89M – 62
2025
Q4 		$8.89M Buy
+233,188
New +$8.64M 6.68% 1

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.24B AUM 25.26% 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

Westwood Wealth Management's DFAI Position: Q1 2026 in Review

Westwood Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2026, closing a stake of 233,188 shares — an estimated $8.89M sold.

Westwood Wealth Management first reported a position in DFAI in Q4 2025 and held it in 1 quarter. The position peaked at $8.89M in Q4 2025. 793 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Westwood Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 233,188 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $8.89M.
  • Westwood Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Dimensional International Core Equity Market ETF position peaked at $8.89M in Q4 2025.
  • 793 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.