ACWM
DFAI

Adams Chetwood Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Adams Chetwood Wealth Management’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
2022
Q1 		$5.77M Buy
204,963
+16,464
+9% +$469K 3.27% 6
2021
Q4 		$5.57M Buy
188,499
+25,408
+16% +$748K 3.79% 5
2021
Q3 		$4.71M Buy
163,091
+50,506
+45% +$1.49M 3.41% 5
2021
Q2 		$3.29M Buy
112,585
+36,211
+47% +$1.06M 2.32% 10
2021
Q1 		$2.13M Buy
76,374
+55,783
+271% +$1.54M 1.62% 14
2020
Q4 		$546K Buy
+20,591
New +$535K 0.45% 44

Other funds holding DFAI

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Adams Chetwood Wealth Management's DFAI Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 8.7% in Q1 2022, buying an estimated $469K and bringing the position to 204,963 shares worth $5.77M. The position accounts for 3.27% of the portfolio, ranked #6.

Adams Chetwood Wealth Management first reported a position in DFAI in Q4 2020 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold DFAI as of Q1 2022.

  • Adams Chetwood Wealth Management held 204,963 shares of Dimensional International Core Equity Market ETF worth $5.77M as of Q1 2022.
  • Adams Chetwood Wealth Management bought 16,464 Dimensional International Core Equity Market ETF shares in Q1 2022, an estimated $469K.
  • Dimensional International Core Equity Market ETF made up 3.27% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #6 holding.
  • Adams Chetwood Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2020 and has held it in 6 quarters since.
  • 213 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.