James T. Borello RIA
DFAI icon

James T. Borello RIA’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

James T. Borello RIA’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 		$652K Buy
15,747
+4,732
+43% +$200K 0.14% 60
2026
Q2 		$454K Hold
11,015
– – 0.1% 69
2026
Q1 		$429K Hold
11,015
– – 0.11% 68
2025
Q4 		$420K Buy
11,015
+4,786
+77% +$177K 0.11% 66
2025
Q3 		$226K Buy
6,229
+5,879
+1,680% +$208K 0.06% 89
2025
Q2 		$12.1K Sell
350
-2,160
-86% -$70.8K ﹤0.01% 202
2025
Q1 		$78.4K Hold
2,510
– – 0.03% 116
2024
Q4 		$73.3K Hold
2,510
– – 0.03% 105
2024
Q3 		$79.8K Hold
2,510
– – 0.03% 93
2024
Q2 		$74.5K Buy
2,510
+2,160
+617% +$64.8K 0.03% 89
2024
Q1 		$10.6K Buy
+350
New +$10.1K ﹤0.01% 119

Other funds holding DFAI

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

James T. Borello RIA's DFAI Position: Q3 2026 in Review

James T. Borello RIA increased its Dimensional International Core Equity Market ETF (DFAI) stake by 43% in Q3 2026, buying an estimated $200K and bringing the position to 15,747 shares worth $652K. The position accounts for 0.14% of the portfolio, ranked #60.

James T. Borello RIA first reported a position in DFAI in Q1 2024 and has held it in 11 quarters since. 287 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • James T. Borello RIA held 15,747 shares of Dimensional International Core Equity Market ETF worth $652K as of Q3 2026.
  • James T. Borello RIA bought 4,732 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $200K.
  • Dimensional International Core Equity Market ETF made up 0.14% of James T. Borello RIA's portfolio in Q3 2026, its #60 holding.
  • James T. Borello RIA first reported a position in Dimensional International Core Equity Market ETF in Q1 2024 and has held it in 11 quarters since.
  • 287 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.