WJWM
DFAI

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

Williams Jones 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
Q2 		$687K Buy
+16,659
New +$686K 0.01% 323

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Williams Jones Wealth Management's DFAI Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Dimensional International Core Equity Market ETF (DFAI) in Q2 2026: 16,659 shares worth $687K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings.

491 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Williams Jones Wealth Management held 16,659 shares of Dimensional International Core Equity Market ETF worth $687K as of Q2 2026.
  • Dimensional International Core Equity Market ETF was a new Williams Jones Wealth Management position in Q2 2026.
  • Dimensional International Core Equity Market ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #323 holding.
  • 491 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.