AFAS
DFAI

Acorn Financial Advisory Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Acorn Financial Advisory Services’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
2021
Q3 		– Sell
-6,939
Closed -$202K – 221
2021
Q2 		$202K Buy
+6,939
New +$203K 0.06% 228

Other funds holding DFAI

EW
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OIS
Okabena Investment Services Minneapolis, Minnesota $519M AUM 23.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Acorn Financial Advisory Services's DFAI Position: Q3 2021 in Review

Acorn Financial Advisory Services sold out of Dimensional International Core Equity Market ETF (DFAI) in Q3 2021, closing a stake of 6,939 shares — an estimated $202K sold.

Acorn Financial Advisory Services first reported a position in DFAI in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 109 funds tracked by Wall St. Rank hold DFAI as of Q3 2021.

  • Acorn Financial Advisory Services reported no remaining Dimensional International Core Equity Market ETF position as of Q3 2021 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 6,939 Dimensional International Core Equity Market ETF shares in Q3 2021, an estimated $202K.
  • Acorn Financial Advisory Services first reported a position in Dimensional International Core Equity Market ETF in Q2 2021 and held it in 1 quarter.
  • Acorn Financial Advisory Services's Dimensional International Core Equity Market ETF position peaked at $202K in Q2 2021.
  • 109 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.