Williams & Novak’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Williams & Novak’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 Q3	$1.29M	Buy	31,102 +6,866	+28%	+$291K	0.76%	41
2026 Q2	$1000K	Sell	24,236 -787	-3%	-$32.4K	0.66%	45
2026 Q1	$989K	Buy	25,023 +14,156	+130%	+$566K	0.74%	35
2025 Q4	$414K	Buy	10,867 +594	+6%	+$22K	0.31%	74
2025 Q3	$373K	Buy	10,273 +2,714	+36%	+$96K	0.29%	79
2025 Q2	$261K	Buy	+7,559	New	+$248K	0.22%	89
2024 Q4	–	Sell	-7,138	Closed	-$227K	–	128
2024 Q3	$227K	Sell	7,138 -810	-10%	-$24.8K	0.21%	98
2024 Q2	$236K	Buy	+7,948	New	+$239K	0.22%	96

Other funds holding DFAI

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Williams & Novak's DFAI Position: Q3 2026 in Review

Williams & Novak increased its Dimensional International Core Equity Market ETF (DFAI) stake by 28% in Q3 2026, buying an estimated $291K and bringing the position to 31,102 shares worth $1.29M. The position accounts for 0.76% of the portfolio, ranked #41.

Williams & Novak first reported a position in DFAI in Q2 2024 and has held it in 8 quarters since. 761 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Williams & Novak held 31,102 shares of Dimensional International Core Equity Market ETF worth $1.29M as of Q3 2026.
Williams & Novak bought 6,866 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $291K.
Dimensional International Core Equity Market ETF made up 0.76% of Williams & Novak's portfolio in Q3 2026, its #41 holding.
Williams & Novak first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and has held it in 8 quarters since.
761 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.