WN
DFAI

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
Q2 		$1,000K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 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

Williams & Novak's DFAI Position: Q2 2026 in Review

Williams & Novak reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 3.1% in Q2 2026, selling an estimated $32.4K and leaving 24,236 shares worth $1,000K. The position accounts for 0.66% of the portfolio, ranked #45.

Williams & Novak first reported a position in DFAI in Q2 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Williams & Novak held 24,236 shares of Dimensional International Core Equity Market ETF worth $1,000K as of Q2 2026.
  • Williams & Novak sold 787 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $32.4K.
  • Dimensional International Core Equity Market ETF made up 0.66% of Williams & Novak's portfolio in Q2 2026, its #45 holding.
  • Williams & Novak first reported a position in Dimensional International Core Equity Market ETF in Q2 2024 and has held it in 7 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.