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	0.67%	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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return